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 | $93,664 | $112,729-16.9% | $98,716-5.1% | $137,256-31.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 17.91% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,492 | $2,725+28.1% | $2,279+53.3% | $4,156-16.0% |
| Participant deferral / active EE | $7,395 | $4,640+59.4% | $4,048+82.7% | $6,407+15.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |