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 | $45,480 | $112,729-59.7% | $98,716-53.9% | $137,256-66.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 20.12% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,383 | $2,725-12.6% | $2,279+4.6% | $4,156-42.7% |
| Participant deferral / active EE | $5,466 | $4,640+17.8% | $4,048+35.0% | $6,407-14.7% |
| Admin fee / account holder | $283 | $10,129-97.2% | $8,703-96.7% | $12,270-97.7% |