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 | $78,944 | $99,652-20.8% | $78,778+0.2% | $147,584-46.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.70% | 47.28%-24.6pp | 35.62%-12.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $6,740 | $2,796+141.1% | $1,986+239.5% | $4,876+38.2% |
| Participant deferral / active EE | $10,053 | $3,664+174.4% | $2,958+239.8% | $5,439+84.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |