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 4-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 | $77,484 | $179,726-56.9% | $156,263-50.4% | $142,382-45.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 26.29% | 77.86%-51.6pp | 59.47%-33.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,490 | $5,069-50.9% | $4,333-42.5% | $4,299-42.1% |
| Participant deferral / active EE | $11,554 | $6,956+66.1% | $6,158+87.6% | $6,507+77.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |