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 | $71,574 | $82,032-12.7% | $123,104-41.9% | $59,632+20.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 2.92% | 5.12%-2.2pp | 13.22%-10.3pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $3,400 | $3,297+3.1% | $5,151-34.0% | $2,203+54.3% |
| Participant deferral / active EE | $3,654 | $4,667-21.7% | $6,230-41.3% | $3,192+14.5% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |