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 | $64,059 | $214,378-70.1% | $200,582-68.1% | $142,382-55.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.42% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,481 | $6,841-19.9% | $6,419-14.6% | $4,299+27.5% |
| Participant deferral / active EE | $6,404 | $9,865-35.1% | $9,331-31.4% | $6,507-1.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |