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 | $52,874 | $172,111-69.3% | $150,298-64.8% | $137,256-61.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.09% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,404 | $4,636-69.7% | $4,154-66.2% | $4,156-66.2% |
| Participant deferral / active EE | $2,957 | $6,166-52.0% | $5,453-45.8% | $6,407-53.9% |
| Admin fee / account holder | $224 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |