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 | $48,972 | $817,678-94.0% | $392,568-87.5% | $152,861-68.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 27.65% | 22.84%+4.8pp | 24.42%+3.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,298 | $5,502-58.2% | $3,783-39.3% | $4,762-51.8% |
| Participant deferral / active EE | $2,891 | $8,398-65.6% | $5,985-51.7% | $5,850-50.6% |
| Admin fee / account holder | $83 | $12,095-99.3% | $6,260-98.7% | $11,596-99.3% |