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 | $36,917 | $198,466-81.4% | $170,442-78.3% | $147,584-75.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.32% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,811 | $6,184-54.5% | $5,433-48.3% | $4,876-42.3% |
| Participant deferral / active EE | $3,969 | $5,629-29.5% | $4,939-19.7% | $5,439-27.0% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |