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 | $77,944 | $100,773-22.7% | $88,946-12.4% | $142,382-45.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.59% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,246 | $2,918+11.2% | $2,555+27.0% | $4,299-24.5% |
| Participant deferral / active EE | $5,587 | $5,230+6.8% | $4,581+21.9% | $6,507-14.1% |
| Admin fee / account holder | $87 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |