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 | $65,105 | $135,952-52.1% | $123,892-47.5% | $273,961-76.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.59% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $17,971 | $5,170+247.6% | $4,617+289.3% | $4,869+269.1% |
| Participant deferral / active EE | $14,493 | $6,343+128.5% | $5,984+142.2% | $5,287+174.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |