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 | $21,635 | $90,503-76.1% | $78,689-72.5% | $273,961-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.00% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,558 | $3,176-19.4% | $2,851-10.3% | $4,869-47.5% |
| Participant deferral / active EE | $2,915 | $3,901-25.3% | $3,517-17.1% | $5,287-44.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |