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 | $35,505 | $88,707-60.0% | $74,183-52.1% | $273,961-87.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.89% | 11.94%+10.0pp | 17.74%+4.2pp | 41.45%-19.6pp |
| Employer contribution / active EE | $7,949 | $3,159+151.6% | $2,370+235.4% | $4,869+63.3% |
| Participant deferral / active EE | $10,107 | $4,212+140.0% | $3,550+184.7% | $5,287+91.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |