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 | $25,583 | $177,572-85.6% | $154,803-83.5% | $142,382-82.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.05% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,080 | $4,810-56.8% | $4,305-51.7% | $4,299-51.6% |
| Participant deferral / active EE | $4,660 | $6,272-25.7% | $5,540-15.9% | $6,507-28.4% |
| Admin fee / account holder | $191 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |