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 | $35,522 | $71,829-50.5% | $69,780-49.1% | $142,382-75.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 14.01% | 31.01%-17.0pp | 26.31%-12.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,972 | $4,385-55.0% | $4,168-52.7% | $4,299-54.1% |
| Participant deferral / active EE | $2,192 | $6,819-67.9% | $6,164-64.4% | $6,507-66.3% |
| Admin fee / account holder | $96 | $7,818-98.8% | $7,285-98.7% | $12,624-99.2% |