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 | $42,458 | $126,574-66.5% | $106,213-60.0% | $145,922-70.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.35% | 224.79%-209.4pp | 116.14%-100.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,335 | $3,730+16.2% | $3,171+36.7% | $4,660-7.0% |
| Participant deferral / active EE | $7,744 | $5,724+35.3% | $5,016+54.4% | $6,688+15.8% |
| Admin fee / account holder | $47 | $17,304-99.7% | $11,033-99.6% | $13,397-99.7% |