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 | $34,308 | $73,933-53.6% | $96,683-64.5% | $75,163-54.4% |
| Participation rate | 83.9% | 66.4%+17.4pp | 74.3%+9.5pp | 67.2%+16.7pp |
| Annual return | 21.52% | 26.70%-5.2pp | 35.69%-14.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,914 | $2,928-0.5% | $3,737-22.0% | $2,670+9.2% |
| Participant deferral / active EE | $8,640 | $3,659+136.1% | $4,878+77.1% | $4,125+109.4% |
| Admin fee / account holder | $201 | $5,216-96.1% | $6,730-97.0% | $5,651-96.4% |