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 | $19,380 | $95,266-79.7% | $82,389-76.5% | $142,382-86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 25.13% | 25.74%-0.6pp | 28.67%-3.5pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,437 | $2,991-18.5% | $2,517-3.2% | $4,299-43.3% |
| Participant deferral / active EE | $4,968 | $4,809+3.3% | $4,155+19.6% | $6,507-23.7% |
| Admin fee / account holder | $126 | $8,563-98.5% | $7,231-98.3% | $12,624-99.0% |