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 | $86,954 | $201,272-56.8% | $184,203-52.8% | $145,922-40.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.35% | 29.00%+2.3pp | 28.81%+2.5pp | 561.29%-529.9pp |
| Employer contribution / active EE | $4,385 | $7,022-37.6% | $6,427-31.8% | $4,660-5.9% |
| Participant deferral / active EE | $5,000 | $9,806-49.0% | $9,131-45.2% | $6,688-25.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |