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 7-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 | $86,938 | $110,257-21.1% | $96,544-9.9% | $139,434-37.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.93% | 26.32%-0.4pp | 25.84%+0.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $17,621 | $3,620+386.8% | $2,965+494.3% | $4,751+270.9% |
| Participant deferral / active EE | $12,744 | $5,548+129.7% | $4,851+162.7% | $6,710+89.9% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |