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 5-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 | $22,667 | $77,896-70.9% | $134,172-83.1% | $82,448-72.5% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 21.56% | 18.21%+3.3pp | 25.30%-3.7pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,419 | $2,159+12.0% | $3,420-29.3% | $2,551-5.2% |
| Participant deferral / active EE | $3,845 | $3,162+21.6% | $4,690-18.0% | $4,139-7.1% |
| Admin fee / account holder | $94 | $6,336-98.5% | $12,016-99.2% | $7,234-98.7% |