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 | $107,288 | $179,726-40.3% | $156,263-31.3% | $142,382-24.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.59% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $14,289 | $5,069+181.9% | $4,333+229.8% | $4,299+232.4% |
| Participant deferral / active EE | $16,099 | $6,956+131.4% | $6,158+161.4% | $6,507+147.4% |
| Admin fee / account holder | $295 | $17,272-98.3% | $14,255-97.9% | $12,624-97.7% |