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 | $47,153 | $198,466-76.2% | $170,442-72.3% | $147,584-68.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 23.76% | 257.29%-233.5pp | 205.93%-182.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,548 | $6,184-75.0% | $5,433-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $4,643 | $5,629-17.5% | $4,939-6.0% | $5,439-14.6% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |