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 | $37,914 | $91,037-58.4% | $71,671-47.1% | $147,584-74.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.09% | 20.48%+1.6pp | 20.65%+1.4pp | 578.55%-556.5pp |
| Employer contribution / active EE | $4,187 | $3,327+25.8% | $2,460+70.2% | $4,876-14.1% |
| Participant deferral / active EE | $5,987 | $4,498+33.1% | $3,438+74.1% | $5,439+10.1% |
| Admin fee / account holder | $59 | $8,613-99.3% | $5,558-98.9% | $10,885-99.5% |