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 4-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 | $33,745 | $106,515-68.3% | $96,683-65.1% | $139,434-75.8% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 24.60% | 38.43%-13.8pp | 35.69%-11.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $6,562 | $4,103+59.9% | $3,737+75.6% | $4,751+38.1% |
| Participant deferral / active EE | $8,460 | $5,454+55.1% | $4,878+73.4% | $6,710+26.1% |
| Admin fee / account holder | $295 | $7,877-96.3% | $6,730-95.6% | $11,403-97.4% |