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 | $41,160 | $71,050-42.1% | $93,606-56.0% | $80,856-49.1% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.6%+11.7pp |
| Annual return | 12.32% | 11.26%+1.1pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,771 | $1,564+13.3% | $2,420-26.8% | $2,755-35.7% |
| Participant deferral / active EE | $4,767 | $4,034+18.2% | $4,411+8.1% | $4,296+11.0% |
| Admin fee / account holder | $1 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |