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 | $64,060 | $98,750-35.1% | $149,696-57.2% | $79,858-19.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.69% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,625 | $3,216+43.8% | $4,644-0.4% | $2,471+87.2% |
| Participant deferral / active EE | $3,083 | $5,680-45.7% | $6,842-54.9% | $3,740-17.6% |
| Admin fee / account holder | $29 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |