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 | $48,698 | $209,411-76.7% | $178,490-72.7% | $158,922-69.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.88% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $10,803 | $5,706+89.3% | $5,011+115.6% | $4,761+126.9% |
| Participant deferral / active EE | $5,408 | $5,954-9.2% | $5,202+4.0% | $5,982-9.6% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |