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 | $25,973 | $70,475-63.1% | $100,516-74.2% | $79,858-67.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 34.09% | 21.90%+12.2pp | 30.89%+3.2pp | 31.71%+2.4pp |
| Employer contribution / active EE | $4,519 | $2,165+108.8% | $3,418+32.2% | $2,471+82.9% |
| Participant deferral / active EE | $4,426 | $5,181-14.6% | $6,270-29.4% | $3,740+18.3% |
| Admin fee / account holder | $23 | $4,478-99.5% | $8,081-99.7% | $5,306-99.6% |