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 | $19,768 | $124,281-84.1% | $109,143-81.9% | $167,490-88.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 22.19% | 26.04%-3.8pp | 25.75%-3.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $2,106 | $4,207-50.0% | $3,722-43.4% | $4,837-56.5% |
| Participant deferral / active EE | $6,069 | $5,255+15.5% | $4,653+30.4% | $6,341-4.3% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |