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 | $26,257 | $124,425-78.9% | $112,040-76.6% | $137,256-80.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.56% | 24.72%-2.2pp | 24.52%-2.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,692 | $3,411-21.1% | $2,954-8.9% | $4,156-35.2% |
| Participant deferral / active EE | $5,108 | $5,718-10.7% | $5,098+0.2% | $6,407-20.3% |
| Admin fee / account holder | $45 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |