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 | $58,352 | $197,591-70.5% | $177,821-67.2% | $158,922-63.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 24.07% | 58.76%-34.7pp | 48.32%-24.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,962 | $6,697-55.8% | $5,918-50.0% | $4,761-37.8% |
| Participant deferral / active EE | $5,281 | $8,405-37.2% | $7,714-31.5% | $5,982-11.7% |
| Admin fee / account holder | $56 | $15,399-99.6% | $12,427-99.6% | $11,246-99.5% |