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 | $31,756 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 30.08% | 74.59%-44.5pp | 66.58%-36.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $5,885 | $4,804+22.5% | $4,554+29.2% | $4,156+41.6% |
| Participant deferral / active EE | $7,814 | $8,216-4.9% | $7,897-1.1% | $6,407+22.0% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |