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 | $21,484 | $76,552-71.9% | $123,892-82.7% | $62,891-65.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 34.89% | 18.68%+16.2pp | 47.52%-12.6pp | 20.14%+14.7pp |
| Employer contribution / active EE | $8,016 | $2,883+178.1% | $4,617+73.6% | $2,281+251.5% |
| Participant deferral / active EE | $3,484 | $4,840-28.0% | $5,984-41.8% | $3,203+8.8% |
| Admin fee / account holder | $158 | $4,826-96.7% | $8,357-98.1% | $4,296-96.3% |