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 6-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 | $56,142 | $117,983-52.4% | $101,794-44.8% | $142,382-60.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 20.96% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,530 | $2,773-8.8% | $2,289+10.5% | $4,299-41.2% |
| Participant deferral / active EE | $8,645 | $4,714+83.4% | $4,084+111.7% | $6,507+32.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |