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 3-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 | $30,555 | $111,535-72.6% | $105,223-71.0% | $137,256-77.7% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 19.61% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,842 | $3,939-27.9% | $3,689-23.0% | $4,156-31.6% |
| Participant deferral / active EE | $4,251 | $5,500-22.7% | $5,072-16.2% | $6,407-33.7% |
| Admin fee / account holder | $43 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |