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 | $26,566 | $127,065-79.1% | $113,168-76.5% | $142,382-81.3% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 24.14% | 24.03%+0.1pp | 24.27%-0.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $4,164 | $3,442+21.0% | $2,975+40.0% | $4,299-3.1% |
| Participant deferral / active EE | $4,808 | $5,716-15.9% | $5,107-5.8% | $6,507-26.1% |
| Admin fee / account holder | $21 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |