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 | $53,652 | $107,015-49.9% | $73,545-27.0% | $147,584-63.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.82% | 38.25%-23.4pp | -15.16%+30.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $8,577 | $1,760+387.3% | $1,219+603.6% | $4,876+75.9% |
| Participant deferral / active EE | $4,875 | $2,462+98.0% | $1,806+169.9% | $5,439-10.4% |
| Admin fee / account holder | $30 | $3,055-99.0% | $2,320-98.7% | $10,885-99.7% |