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 | $45,565 | $102,616-55.6% | $81,983-44.4% | $158,922-71.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.22% | 61.04%-40.8pp | 41.31%-21.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $4,286 | $3,240+32.3% | $2,498+71.6% | $4,761-10.0% |
| Participant deferral / active EE | $3,348 | $4,648-28.0% | $3,722-10.0% | $5,982-44.0% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |