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 10-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 | $115,375 | $228,332-49.5% | $185,823-37.9% | $158,922-27.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.36% | 40.80%-19.4pp | 35.95%-14.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $10,688 | $4,967+115.2% | $4,087+161.5% | $4,761+124.5% |
| Participant deferral / active EE | $14,979 | $6,415+133.5% | $5,632+166.0% | $5,982+150.4% |
| Admin fee / account holder | $140 | $11,864-98.8% | $9,500-98.5% | $11,246-98.8% |