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 7-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 | $63,819 | $124,425-48.7% | $112,040-43.0% | $137,256-53.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.80% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,213 | $3,411+23.5% | $2,954+42.6% | $4,156+1.4% |
| Participant deferral / active EE | $10,694 | $5,718+87.0% | $5,098+109.8% | $6,407+66.9% |
| Admin fee / account holder | $250 | $15,207-98.4% | $12,098-97.9% | $12,270-98.0% |