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 | $70,752 | $113,339-37.6% | $94,993-25.5% | $147,584-52.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.89% | 20.77%-3.9pp | 27.12%-10.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,219 | $3,160+1.8% | $2,603+23.6% | $4,876-34.0% |
| Participant deferral / active EE | $5,198 | $3,777+37.6% | $3,317+56.7% | $5,439-4.4% |
| Admin fee / account holder | $142 | $6,063-97.7% | $4,960-97.1% | $10,885-98.7% |