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 9-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 | $75,813 | $140,940-46.2% | $112,229-32.4% | $139,434-45.6% |
| Participation rate | 86.7% | 79.2%+7.5pp | 72.4%+14.2pp | 80.3%+6.3pp |
| Annual return | 21.68% | 32.71%-11.0pp | 30.20%-8.5pp | 372.94%-351.3pp |
| Employer contribution / active EE | $9,935 | $4,283+132.0% | $3,430+189.6% | $4,751+109.1% |
| Participant deferral / active EE | $8,813 | $5,874+50.0% | $4,798+83.7% | $6,710+31.3% |
| Admin fee / account holder | $95 | $9,954-99.0% | $7,748-98.8% | $11,403-99.2% |