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 6-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 | $15,951 | $109,817-85.5% | $98,442-83.8% | $167,490-90.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 26.66% | 1956.69%-1930.0pp | 1492.73%-1466.1pp | 478.56%-451.9pp |
| Employer contribution / active EE | $2,589 | $3,224-19.7% | $2,960-12.5% | $4,837-46.5% |
| Participant deferral / active EE | $4,356 | $4,673-6.8% | $4,276+1.9% | $6,341-31.3% |
| Admin fee / account holder | $57 | $6,753-99.2% | $5,949-99.0% | $12,309-99.5% |