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 | $35,381 | $239,571-85.2% | $183,328-80.7% | $137,256-74.2% |
| Participation rate | 83.3% | 82.4%+0.9pp | 77.3%+6.0pp | 80.0%+3.4pp |
| Annual return | 22.81% | 35.69%-12.9pp | 29.67%-6.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,715 | $6,148-23.3% | $5,055-6.7% | $4,156+13.4% |
| Participant deferral / active EE | $8,090 | $7,995+1.2% | $6,795+19.1% | $6,407+26.3% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |