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 | $101,112 | $91,552+10.4% | $133,956-24.5% | $79,858+26.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.70% | 61.85%-44.1pp | 45.09%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,363 | $2,384+41.1% | $3,919-14.2% | $2,471+36.1% |
| Participant deferral / active EE | $9,168 | $3,733+145.6% | $5,048+81.6% | $3,740+145.1% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |