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 | $149,364 | $177,572-15.9% | $154,803-3.5% | $142,382+4.9% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.1%-1.9pp | 80.1%-3.9pp |
| Annual return | 14.51% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,563 | $4,810-46.7% | $4,305-40.5% | $4,299-40.4% |
| Participant deferral / active EE | $7,501 | $6,272+19.6% | $5,540+35.4% | $6,507+15.3% |
| Admin fee / account holder | $218 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |