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 | $67,119 | $165,335-59.4% | $149,696-55.2% | $158,922-57.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.17% | 348.15%-340.0pp | 276.60%-268.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $9,450 | $5,103+85.2% | $4,644+103.5% | $4,761+98.5% |
| Participant deferral / active EE | $7,295 | $7,181+1.6% | $6,842+6.6% | $5,982+21.9% |
| Admin fee / account holder | $220 | $10,807-98.0% | $9,309-97.6% | $11,246-98.0% |