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 5-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 | $35,927 | $201,272-82.2% | $184,203-80.5% | $145,922-75.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.69% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,546 | $7,022-49.5% | $6,427-44.8% | $4,660-23.9% |
| Participant deferral / active EE | $5,897 | $9,806-39.9% | $9,131-35.4% | $6,688-11.8% |
| Admin fee / account holder | $62 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |