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 | $30,905 | $114,381-73.0% | $107,525-71.3% | $142,382-78.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 23.61% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,373 | $4,015+8.9% | $3,754+16.5% | $4,299+1.7% |
| Participant deferral / active EE | $8,162 | $5,564+46.7% | $5,116+59.6% | $6,507+25.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |