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 | $79,318 | $124,281-36.2% | $109,143-27.3% | $167,490-52.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.55% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $18,047 | $4,207+328.9% | $3,722+384.9% | $4,837+273.1% |
| Participant deferral / active EE | $11,678 | $5,255+122.2% | $4,653+151.0% | $6,341+84.2% |
| Admin fee / account holder | $197 | $7,970-97.5% | $6,752-97.1% | $12,309-98.4% |