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 | $32,237 | $112,096-71.2% | $95,952-66.4% | $158,922-79.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.67% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $5,252 | $3,198+64.2% | $2,541+106.7% | $4,761+10.3% |
| Participant deferral / active EE | $2,858 | $4,784-40.3% | $4,167-31.4% | $5,982-52.2% |
| Admin fee / account holder | $290 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |