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 | $59,416 | $165,335-64.1% | $149,696-60.3% | $158,922-62.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.96% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,617 | $5,103-29.1% | $4,644-22.1% | $4,761-24.0% |
| Participant deferral / active EE | $10,008 | $7,181+39.4% | $6,842+46.3% | $5,982+67.3% |
| Admin fee / account holder | $268 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |