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 | $67,147 | $99,079-32.2% | $77,999-13.9% | $273,961-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.97% | 217.93%-212.0pp | 425.96%-420.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $6,068 | $3,308+83.5% | $2,470+145.7% | $4,869+24.6% |
| Participant deferral / active EE | $2,303 | $4,306-46.5% | $3,497-34.1% | $5,287-56.4% |
| Admin fee / account holder | $206 | $8,954-97.7% | $5,480-96.2% | $10,132-98.0% |