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 | $61,285 | $89,355-31.4% | $141,162-56.6% | $72,985-16.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.78% | 111.85%-83.1pp | 71.39%-42.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $10,474 | $3,114+236.3% | $4,735+121.2% | $2,440+329.3% |
| Participant deferral / active EE | $7,744 | $5,418+42.9% | $6,709+15.4% | $3,607+114.7% |
| Admin fee / account holder | $296 | $5,958-95.0% | $10,261-97.1% | $5,124-94.2% |