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 7-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 | $33,258 | $100,754-67.0% | $86,677-61.6% | $134,475-75.3% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 98.04% | 29.04%+69.0pp | 35.91%+62.1pp | 417.96%-319.9pp |
| Employer contribution / active EE | $1,355 | $3,489-61.2% | $2,836-52.2% | $4,740-71.4% |
| Participant deferral / active EE | $4,228 | $5,338-20.8% | $4,656-9.2% | $6,400-33.9% |
| Admin fee / account holder | $108 | $10,926-99.0% | $7,493-98.6% | $11,426-99.1% |