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 8-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 | $42,401 | $92,798-54.3% | $96,707-56.2% | $137,256-69.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 19.26% | 31.24%-12.0pp | 34.78%-15.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,230 | $4,147-70.3% | $4,191-70.6% | $4,156-70.4% |
| Participant deferral / active EE | $3,594 | $5,877-38.8% | $5,997-40.1% | $6,407-43.9% |
| Admin fee / account holder | $2 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |