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 | $34,769 | $95,266-63.5% | $82,389-57.8% | $142,382-75.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 26.10% | 25.74%+0.4pp | 28.67%-2.6pp | 217.08%-191.0pp |
| Employer contribution / active EE | $5,936 | $2,991+98.5% | $2,517+135.8% | $4,299+38.1% |
| Participant deferral / active EE | $8,167 | $4,809+69.8% | $4,155+96.6% | $6,507+25.5% |
| Admin fee / account holder | $104 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |