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 | $51,147 | $214,378-76.1% | $200,582-74.5% | $142,382-64.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 35.27% | 46.41%-11.1pp | 42.33%-7.1pp | 217.08%-181.8pp |
| Employer contribution / active EE | $2,363 | $6,841-65.5% | $6,419-63.2% | $4,299-45.0% |
| Participant deferral / active EE | $12,502 | $9,865+26.7% | $9,331+34.0% | $6,507+92.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |