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 4-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 | $35,670 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.79% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,830 | $5,313+9.7% | $4,672+24.8% | $4,660+25.1% |
| Participant deferral / active EE | $5,963 | $6,462-7.7% | $5,626+6.0% | $6,688-10.8% |
| Admin fee / account holder | $233 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |