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 3-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 | $47,897 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 29.07% | 70.24%-41.2pp | 62.55%-33.5pp | 217.08%-188.0pp |
| Employer contribution / active EE | $4,099 | $4,961-17.4% | $4,693-12.7% | $4,299-4.7% |
| Participant deferral / active EE | $14,488 | $8,310+74.3% | $7,997+81.2% | $6,507+122.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |