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 | $53,164 | $165,335-67.8% | $149,696-64.5% | $158,922-66.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.45% | 348.15%-319.7pp | 276.60%-248.1pp | 302.83%-274.4pp |
| Employer contribution / active EE | $12,020 | $5,103+135.6% | $4,644+158.8% | $4,761+152.5% |
| Participant deferral / active EE | $12,215 | $7,181+70.1% | $6,842+78.5% | $5,982+104.2% |
| Admin fee / account holder | $152 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |