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 | $35,437 | $115,770-69.4% | $101,248-65.0% | $158,922-77.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.56% | 56.14%-38.6pp | 46.47%-28.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,488 | $4,175-64.3% | $3,660-59.3% | $4,761-68.7% |
| Participant deferral / active EE | $3,928 | $4,957-20.8% | $4,370-10.1% | $5,982-34.3% |
| Admin fee / account holder | $118 | $7,245-98.4% | $5,945-98.0% | $11,246-98.9% |