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 | $52,446 | $111,535-53.0% | $105,223-50.2% | $137,256-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.90% | 237.85%-215.0pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,001 | $3,939-23.8% | $3,689-18.6% | $4,156-27.8% |
| Participant deferral / active EE | $3,001 | $5,500-45.4% | $5,072-40.8% | $6,407-53.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |