See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,538 | $159,901-75.3% | $146,958-73.1% | $145,922-72.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 57.88% | 98.13%-40.3pp | 418.34%-360.5pp | 561.29%-503.4pp |
| Employer contribution / active EE | $1,136 | $5,286-78.5% | $4,933-77.0% | $4,660-75.6% |
| Participant deferral / active EE | $5,711 | $8,428-32.2% | $8,070-29.2% | $6,688-14.6% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |