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 5-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 | $25,535 | $74,888-65.9% | $71,209-64.1% | $142,382-82.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.37% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,503 | $2,854-47.3% | $2,721-44.7% | $4,299-65.0% |
| Participant deferral / active EE | $2,921 | $4,454-34.4% | $4,175-30.0% | $6,507-55.1% |
| Admin fee / account holder | $114 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |