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 | $59,537 | $154,228-61.4% | $145,433-59.1% | $137,256-56.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.91% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $6,353 | $4,804+32.2% | $4,554+39.5% | $4,156+52.9% |
| Participant deferral / active EE | $13,274 | $8,216+61.5% | $7,897+68.1% | $6,407+107.2% |
| Admin fee / account holder | $204 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |