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 6-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 | $51,981 | $172,111-69.8% | $150,298-65.4% | $137,256-62.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.61% | 69.37%-45.8pp | 62.79%-39.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,226 | $4,636-30.4% | $4,154-22.4% | $4,156-22.4% |
| Participant deferral / active EE | $13,330 | $6,166+116.2% | $5,453+144.5% | $6,407+108.1% |
| Admin fee / account holder | $167 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |