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 9-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 | $49,785 | $91,037-45.3% | $71,671-30.5% | $147,584-66.3% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 14.18% | 20.48%-6.3pp | 20.65%-6.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,251 | $3,327-62.4% | $2,460-49.1% | $4,876-74.3% |
| Participant deferral / active EE | $2,132 | $4,498-52.6% | $3,438-38.0% | $5,439-60.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |