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 6-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 | $68,740 | $86,929-20.9% | $102,423-32.9% | $80,856-15.0% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 18.01% | 18.88%-0.9pp | 29.32%-11.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $10,506 | $2,369+343.4% | $3,023+247.5% | $2,755+281.4% |
| Participant deferral / active EE | $9,480 | $4,118+130.2% | $5,053+87.6% | $4,296+120.7% |
| Admin fee / account holder | $252 | $8,049-96.9% | $9,451-97.3% | $6,918-96.4% |