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 | $123,405 | $93,071+32.6% | $74,583+65.5% | $273,961-55.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.05% | 26.18%-18.1pp | 20.47%-12.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $840 | $3,160-73.4% | $2,525-66.7% | $4,869-82.7% |
| Participant deferral / active EE | $18,000 | $4,160+332.7% | $3,458+420.5% | $5,287+240.5% |
| Admin fee / account holder | -$122 | $5,272-102.3% | $4,138-102.9% | $10,132-101.2% |