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 | $35,335 | $227,553-84.5% | $189,557-81.4% | $167,490-78.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.24% | 78.40%-63.2pp | 64.17%-48.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,362 | $5,316-55.6% | $4,412-46.5% | $4,837-51.2% |
| Participant deferral / active EE | $8,847 | $7,002+26.3% | $6,174+43.3% | $6,341+39.5% |
| Admin fee / account holder | $135 | $11,878-98.9% | $9,807-98.6% | $12,309-98.9% |