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 3-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 | $46,758 | $148,534-68.5% | $135,903-65.6% | $139,434-66.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.04% | 79.19%-57.2pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,634 | $5,243-49.8% | $4,856-45.8% | $4,751-44.6% |
| Participant deferral / active EE | $18,652 | $8,100+130.3% | $7,758+140.4% | $6,710+178.0% |
| Admin fee / account holder | $109 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |