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 | $31,801 | $127,065-75.0% | $113,168-71.9% | $142,382-77.7% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 23.25% | 24.03%-0.8pp | 24.27%-1.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,088 | $3,442-39.3% | $2,975-29.8% | $4,299-51.4% |
| Participant deferral / active EE | $9,045 | $5,716+58.2% | $5,107+77.1% | $6,507+39.0% |
| Admin fee / account holder | $162 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |