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 | $21,781 | $148,534-85.3% | $135,903-84.0% | $139,434-84.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 25.19% | 79.19%-54.0pp | 68.23%-43.0pp | 372.94%-347.8pp |
| Employer contribution / active EE | $3,269 | $5,243-37.7% | $4,856-32.7% | $4,751-31.2% |
| Participant deferral / active EE | $6,700 | $8,100-17.3% | $7,758-13.6% | $6,710-0.2% |
| Admin fee / account holder | $73 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |