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 | $45,854 | $74,888-38.8% | $71,209-35.6% | $142,382-67.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.13% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,901 | $2,854+1.6% | $2,721+6.6% | $4,299-32.5% |
| Participant deferral / active EE | $7,054 | $4,454+58.4% | $4,175+69.0% | $6,507+8.4% |
| Admin fee / account holder | $245 | $5,568-95.6% | $5,349-95.4% | $12,624-98.1% |