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 | $79,856 | $133,922-40.4% | $116,228-31.3% | $142,382-43.9% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 11.94% | 147.76%-135.8pp | 90.06%-78.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,984 | $3,446-42.4% | $2,994-33.7% | $4,299-53.9% |
| Participant deferral / active EE | $4,136 | $5,672-27.1% | $4,953-16.5% | $6,507-36.4% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |