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 | $40,289 | $113,339-64.5% | $94,993-57.6% | $147,584-72.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.68% | 20.77%-10.1pp | 27.12%-16.4pp | 578.55%-567.9pp |
| Employer contribution / active EE | $6,785 | $3,160+114.7% | $2,603+160.6% | $4,876+39.2% |
| Participant deferral / active EE | $2,428 | $3,777-35.7% | $3,317-26.8% | $5,439-55.4% |
| Admin fee / account holder | $292 | $6,063-95.2% | $4,960-94.1% | $10,885-97.3% |