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 | $63,886 | $118,849-46.2% | $96,562-33.8% | $167,490-61.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.59% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $4,158 | $3,120+33.3% | $2,356+76.4% | $4,837-14.0% |
| Participant deferral / active EE | $2,382 | $4,616-48.4% | $3,849-38.1% | $6,341-62.4% |
| Admin fee / account holder | $138 | $8,065-98.3% | $6,181-97.8% | $12,309-98.9% |