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 | $26,135 | $81,460-67.9% | $103,333-74.7% | $80,856-67.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 43.51% | 25.55%+18.0pp | 24.88%+18.6pp | 35.59%+7.9pp |
| Employer contribution / active EE | $5,074 | $3,105+63.4% | $3,868+31.2% | $2,755+84.2% |
| Participant deferral / active EE | $3,013 | $3,869-22.1% | $5,057-40.4% | $4,296-29.9% |
| Admin fee / account holder | $285 | $6,566-95.7% | $8,355-96.6% | $6,918-95.9% |