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 | $35,517 | $209,411-83.0% | $178,490-80.1% | $158,922-77.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.60% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,279 | $5,706+10.0% | $5,011+25.3% | $4,761+31.9% |
| Participant deferral / active EE | $3,018 | $5,954-49.3% | $5,202-42.0% | $5,982-49.5% |
| Admin fee / account holder | $124 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |