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 | $28,765 | $127,777-77.5% | $106,548-73.0% | $167,490-82.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.81% | 33.87%-19.1pp | 26.80%-12.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,058 | $3,427+18.4% | $2,819+44.0% | $4,837-16.1% |
| Participant deferral / active EE | $2,248 | $5,087-55.8% | $4,398-48.9% | $6,341-64.5% |
| Admin fee / account holder | $41 | $11,228-99.6% | $7,407-99.5% | $12,309-99.7% |