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 | $37,750 | $114,381-67.0% | $107,525-64.9% | $142,382-73.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.44% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,389 | $4,015-40.5% | $3,754-36.4% | $4,299-44.4% |
| Participant deferral / active EE | $5,909 | $5,564+6.2% | $5,116+15.5% | $6,507-9.2% |
| Admin fee / account holder | $144 | $9,860-98.5% | $8,919-98.4% | $12,624-98.9% |