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 5-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 | $59,751 | $209,336-71.5% | $197,124-69.7% | $137,256-56.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.58% | 48.09%-11.5pp | 44.34%-7.8pp | 220.34%-183.8pp |
| Employer contribution / active EE | $11,288 | $6,591+71.3% | $6,227+81.3% | $4,156+171.6% |
| Participant deferral / active EE | $15,175 | $9,614+57.8% | $9,135+66.1% | $6,407+136.9% |
| Admin fee / account holder | $229 | $17,308-98.7% | $16,298-98.6% | $12,270-98.1% |