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 | $63,206 | $180,749-65.0% | $160,784-60.7% | $137,256-54.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 36.64% | 2234.46%-2197.8pp | 1803.92%-1767.3pp | 220.34%-183.7pp |
| Employer contribution / active EE | $1,618 | $4,155-61.1% | $3,733-56.7% | $4,156-61.1% |
| Participant deferral / active EE | $3,121 | $6,844-54.4% | $6,293-50.4% | $6,407-51.3% |
| Admin fee / account holder | $216 | $10,397-97.9% | $9,717-97.8% | $12,270-98.2% |