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 | $34,900 | $93,346-62.6% | $71,796-51.4% | $273,961-87.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.56% | 130.39%-124.8pp | 78.04%-72.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $7,913 | $2,733+189.5% | $1,924+311.2% | $4,869+62.5% |
| Participant deferral / active EE | $4,800 | $3,475+38.1% | $2,794+71.8% | $5,287-9.2% |
| Admin fee / account holder | $188 | $6,571-97.1% | $4,815-96.1% | $10,132-98.1% |