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 | $93,268 | $177,572-47.5% | $154,803-39.8% | $142,382-34.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.25% | 65.07%-34.8pp | 58.88%-28.6pp | 217.08%-186.8pp |
| Employer contribution / active EE | $3,729 | $4,810-22.5% | $4,305-13.4% | $4,299-13.3% |
| Participant deferral / active EE | $11,009 | $6,272+75.5% | $5,540+98.7% | $6,507+69.2% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |