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 | $80,409 | $96,484-16.7% | $75,886+6.0% | $152,861-47.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.12% | 33.98%-13.9pp | 30.76%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,161 | $3,309-34.7% | $2,500-13.6% | $4,762-54.6% |
| Participant deferral / active EE | $3,019 | $4,553-33.7% | $3,603-16.2% | $5,850-48.4% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |