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 | $33,166 | $133,958-75.2% | $112,228-70.4% | $134,475-75.3% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | 9.39% | 47.11%-37.7pp | 27.45%-18.1pp | 417.96%-408.6pp |
| Employer contribution / active EE | $2,909 | $4,038-28.0% | $3,635-20.0% | $4,740-38.6% |
| Participant deferral / active EE | $5,686 | $5,291+7.5% | $4,728+20.3% | $6,400-11.2% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |