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 | $52,486 | $135,952-61.4% | $123,892-57.6% | $273,961-80.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.86% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $4,166 | $5,170-19.4% | $4,617-9.8% | $4,869-14.4% |
| Participant deferral / active EE | $10,075 | $6,343+58.8% | $5,984+68.4% | $5,287+90.6% |
| Admin fee / account holder | $47 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |