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 | $27,906 | $105,859-73.6% | $90,160-69.0% | $147,584-81.1% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 19.71% | 37.63%-17.9pp | 34.88%-15.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,640 | $4,126-11.8% | $3,318+9.7% | $4,876-25.4% |
| Participant deferral / active EE | $4,355 | $5,733-24.0% | $5,288-17.6% | $5,439-19.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |