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 | $42,971 | $105,931-59.4% | $81,930-47.6% | $158,922-73.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 20.33% | 38.17%-17.8pp | 29.49%-9.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,359 | $7,800-69.8% | $4,310-45.3% | $4,761-50.5% |
| Participant deferral / active EE | $3,969 | $13,003-69.5% | $7,107-44.1% | $5,982-33.6% |
| Admin fee / account holder | $286 | $8,489-96.6% | $5,158-94.5% | $11,246-97.5% |