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 | $61,947 | $103,376-40.1% | $87,100-28.9% | $152,861-59.5% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.9%-3.0pp | 82.4%-8.5pp |
| Annual return | 22.07% | 28.10%-6.0pp | 28.19%-6.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,372 | $3,220-26.4% | $2,521-5.9% | $4,762-50.2% |
| Participant deferral / active EE | $5,667 | $4,778+18.6% | $4,049+40.0% | $5,850-3.1% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |