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 | $47,171 | $135,952-65.3% | $123,892-61.9% | $273,961-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.52% | 56.63%-39.1pp | 47.52%-30.0pp | 41.45%-23.9pp |
| Employer contribution / active EE | $10,732 | $5,170+107.6% | $4,617+132.4% | $4,869+120.4% |
| Participant deferral / active EE | $10,450 | $6,343+64.8% | $5,984+74.6% | $5,287+97.7% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |