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 8-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 | $37,340 | $228,332-83.6% | $185,823-79.9% | $158,922-76.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.80% | 40.80%-33.0pp | 35.95%-28.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,245 | $4,967-74.9% | $4,087-69.5% | $4,761-73.9% |
| Participant deferral / active EE | $9,358 | $6,415+45.9% | $5,632+66.2% | $5,982+56.4% |
| Admin fee / account holder | $80 | $11,864-99.3% | $9,500-99.2% | $11,246-99.3% |