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 | $29,106 | $177,572-83.6% | $154,803-81.2% | $142,382-79.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.82% | 65.07%-42.2pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $947 | $4,810-80.3% | $4,305-78.0% | $4,299-78.0% |
| Participant deferral / active EE | $8,129 | $6,272+29.6% | $5,540+46.7% | $6,507+24.9% |
| Admin fee / account holder | $280 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |