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 | $38,876 | $152,460-74.5% | $118,746-67.3% | $147,584-73.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.03% | 17.41%-3.4pp | 24.54%-10.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,783 | $5,046-44.8% | $4,193-33.6% | $4,876-42.9% |
| Participant deferral / active EE | $4,277 | $6,212-31.2% | $5,332-19.8% | $5,439-21.4% |
| Admin fee / account holder | $256 | $16,953-98.5% | $10,720-97.6% | $10,885-97.6% |