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 | $61,990 | $95,266-34.9% | $82,389-24.8% | $142,382-56.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 24.40% | 25.74%-1.3pp | 28.67%-4.3pp | 217.08%-192.7pp |
| Employer contribution / active EE | $6,240 | $2,991+108.6% | $2,517+147.9% | $4,299+45.1% |
| Participant deferral / active EE | $6,240 | $4,809+29.8% | $4,155+50.2% | $6,507-4.1% |
| Admin fee / account holder | $222 | $8,563-97.4% | $7,231-96.9% | $12,624-98.2% |