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 | $36,039 | $117,841-69.4% | $102,423-64.8% | $145,922-75.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 19.19% | 31.65%-12.5pp | 29.32%-10.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $5,727 | $3,615+58.4% | $3,023+89.4% | $4,660+22.9% |
| Participant deferral / active EE | $8,506 | $5,731+48.4% | $5,053+68.3% | $6,688+27.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |