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 | $51,911 | $93,571-44.5% | $135,903-61.8% | $75,163-30.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.72% | 30.90%-5.2pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $7,653 | $3,537+116.4% | $4,856+57.6% | $2,670+186.7% |
| Participant deferral / active EE | $13,054 | $6,404+103.8% | $7,758+68.3% | $4,125+216.4% |
| Admin fee / account holder | $138 | $6,975-98.0% | $10,762-98.7% | $5,651-97.6% |