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 | $33,088 | $179,726-81.6% | $156,263-78.8% | $142,382-76.8% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 25.82% | 77.86%-52.0pp | 59.47%-33.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $4,416 | $5,069-12.9% | $4,333+1.9% | $4,299+2.7% |
| Participant deferral / active EE | $4,618 | $6,956-33.6% | $6,158-25.0% | $6,507-29.0% |
| Admin fee / account holder | $272 | $17,272-98.4% | $14,255-98.1% | $12,624-97.8% |