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 4-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 | $40,130 | $154,228-74.0% | $145,433-72.4% | $137,256-70.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.51% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,399 | $4,804-50.1% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $9,420 | $8,216+14.6% | $7,897+19.3% | $6,407+47.0% |
| Admin fee / account holder | $165 | $14,344-98.9% | $13,129-98.7% | $12,270-98.7% |