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 | $115,742 | $165,335-30.0% | $149,696-22.7% | $158,922-27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.06% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $13,742 | $5,103+169.3% | $4,644+195.9% | $4,761+188.6% |
| Participant deferral / active EE | $9,164 | $7,181+27.6% | $6,842+33.9% | $5,982+53.2% |
| Admin fee / account holder | $38 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |