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 8-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 | $27,759 | $106,515-73.9% | $96,683-71.3% | $139,434-80.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.57% | 38.43%-24.9pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,100 | $4,103-48.8% | $3,737-43.8% | $4,751-55.8% |
| Participant deferral / active EE | $3,194 | $5,454-41.4% | $4,878-34.5% | $6,710-52.4% |
| Admin fee / account holder | $73 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |