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 | $35,669 | $105,859-66.3% | $90,160-60.4% | $147,584-75.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 27.59% | 37.63%-10.0pp | 34.88%-7.3pp | 578.55%-551.0pp |
| Employer contribution / active EE | $3,823 | $4,126-7.3% | $3,318+15.2% | $4,876-21.6% |
| Participant deferral / active EE | $14,751 | $5,733+157.3% | $5,288+179.0% | $5,439+171.2% |
| Admin fee / account holder | $65 | $8,046-99.2% | $5,943-98.9% | $10,885-99.4% |