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 | $61,657 | $72,071-14.5% | $68,368-9.8% | $137,256-55.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.76% | 353.14%-331.4pp | 292.57%-270.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,972 | $2,788+6.6% | $2,649+12.2% | $4,156-28.5% |
| Participant deferral / active EE | $17,415 | $4,410+294.9% | $4,123+322.4% | $6,407+171.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |