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 | $107,485 | $97,125+10.7% | $86,233+24.6% | $137,256-21.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 17.95% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $631 | $2,841-77.8% | $2,504-74.8% | $4,156-84.8% |
| Participant deferral / active EE | $15,500 | $5,180+199.2% | $4,559+240.0% | $6,407+141.9% |
| Admin fee / account holder | $65 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |