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 | $72,313 | $133,922-46.0% | $116,228-37.8% | $142,382-49.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.07% | 147.76%-124.7pp | 90.06%-67.0pp | 217.08%-194.0pp |
| Employer contribution / active EE | $22,560 | $3,446+554.8% | $2,994+653.4% | $4,299+424.8% |
| Participant deferral / active EE | $23,500 | $5,672+314.3% | $4,953+374.4% | $6,507+261.1% |
| Admin fee / account holder | $84 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |