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 | $43,817 | $107,015-59.1% | $73,545-40.4% | $147,584-70.3% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 17.11% | 38.25%-21.1pp | -15.16%+32.3pp | 578.55%-561.4pp |
| Employer contribution / active EE | $7,932 | $1,760+350.7% | $1,219+550.7% | $4,876+62.7% |
| Participant deferral / active EE | $7,432 | $2,462+201.9% | $1,806+311.5% | $5,439+36.7% |
| Admin fee / account holder | $293 | $3,055-90.4% | $2,320-87.3% | $10,885-97.3% |