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 8-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 | $62,254 | $185,822-66.5% | $169,993-63.4% | $139,434-55.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.64% | 60.50%-37.9pp | 53.37%-30.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,996 | $7,590-47.4% | $6,785-41.1% | $4,751-15.9% |
| Participant deferral / active EE | $4,303 | $11,622-63.0% | $10,408-58.7% | $6,710-35.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |