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 | $30,112 | $127,065-76.3% | $113,168-73.4% | $142,382-78.9% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 25.44% | 24.03%+1.4pp | 24.27%+1.2pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,463 | $3,442-28.5% | $2,975-17.2% | $4,299-42.7% |
| Participant deferral / active EE | $4,868 | $5,716-14.8% | $5,107-4.7% | $6,507-25.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |