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 5-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 | $158,436 | $107,452+47.4% | $91,541+73.1% | $142,382+11.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.41% | 22.06%+3.4pp | 20.50%+4.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,917 | $2,994-36.0% | $2,505-23.5% | $4,299-55.4% |
| Participant deferral / active EE | $9,669 | $4,754+103.4% | $4,008+141.3% | $6,507+48.6% |
| Admin fee / account holder | $169 | $8,834-98.1% | $6,956-97.6% | $12,624-98.7% |