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 | $65,460 | $110,261-40.6% | $95,745-31.6% | $139,434-53.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 62.18% | 27.11%+35.1pp | 28.35%+33.8pp | 372.94%-310.8pp |
| Employer contribution / active EE | $4,795 | $3,257+47.2% | $2,835+69.2% | $4,751+0.9% |
| Participant deferral / active EE | $8,463 | $4,676+81.0% | $4,245+99.4% | $6,710+26.1% |
| Admin fee / account holder | $90 | $6,613-98.6% | $5,678-98.4% | $11,403-99.2% |