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 | $49,379 | $117,381-57.9% | $99,443-50.3% | $152,861-67.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 24.27% | 31.87%-7.6pp | 30.72%-6.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $8,610 | $3,013+185.8% | $2,540+239.0% | $4,762+80.8% |
| Participant deferral / active EE | $5,821 | $4,086+42.5% | $3,619+60.9% | $5,850-0.5% |
| Admin fee / account holder | $179 | $7,631-97.7% | $6,250-97.1% | $11,596-98.5% |