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 | $36,510 | $172,111-78.8% | $150,298-75.7% | $137,256-73.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.24% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,295 | $4,636-72.1% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $5,078 | $6,166-17.6% | $5,453-6.9% | $6,407-20.7% |
| Admin fee / account holder | $171 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |