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 | $65,086 | $99,877-34.8% | $84,966-23.4% | $145,922-55.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 83.76%-69.0pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,831 | $3,231+49.5% | $2,727+77.2% | $4,660+3.7% |
| Participant deferral / active EE | $8,960 | $5,291+69.4% | $4,519+98.3% | $6,688+34.0% |
| Admin fee / account holder | $18 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |