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 8-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 | $77,620 | $124,281-37.5% | $109,143-28.9% | $167,490-53.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.68% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,520 | $4,207+7.4% | $3,722+21.4% | $4,837-6.6% |
| Participant deferral / active EE | $14,333 | $5,255+172.7% | $4,653+208.0% | $6,341+126.0% |
| Admin fee / account holder | $287 | $7,970-96.4% | $6,752-95.8% | $12,309-97.7% |