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 | $27,133 | $214,378-87.3% | $200,582-86.5% | $142,382-80.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 35.18% | 46.41%-11.2pp | 42.33%-7.2pp | 217.08%-181.9pp |
| Employer contribution / active EE | $3,379 | $6,841-50.6% | $6,419-47.4% | $4,299-21.4% |
| Participant deferral / active EE | $5,160 | $9,865-47.7% | $9,331-44.7% | $6,507-20.7% |
| Admin fee / account holder | $97 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |