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 6-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 | $46,085 | $201,272-77.1% | $184,203-75.0% | $145,922-68.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 16.72% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,648 | $7,022-33.8% | $6,427-27.7% | $4,660-0.2% |
| Participant deferral / active EE | $6,977 | $9,806-28.8% | $9,131-23.6% | $6,688+4.3% |
| Admin fee / account holder | $250 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |