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 | $29,050 | $148,534-80.4% | $135,903-78.6% | $139,434-79.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.39% | 79.19%-54.8pp | 68.23%-43.8pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,969 | $5,243-43.4% | $4,856-38.9% | $4,751-37.5% |
| Participant deferral / active EE | $6,981 | $8,100-13.8% | $7,758-10.0% | $6,710+4.0% |
| Admin fee / account holder | $150 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |