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 3-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 | $47,355 | $214,378-77.9% | $200,582-76.4% | $142,382-66.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.99% | 46.41%-21.4pp | 42.33%-17.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $6,141 | $6,841-10.2% | $6,419-4.3% | $4,299+42.8% |
| Participant deferral / active EE | $11,767 | $9,865+19.3% | $9,331+26.1% | $6,507+80.8% |
| Admin fee / account holder | $98 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |