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 | $71,164 | $165,912-57.1% | $122,332-41.8% | $147,584-51.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.81% | 34.55%-21.7pp | 30.27%-17.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $3,248 | $5,754-43.6% | $4,050-19.8% | $4,876-33.4% |
| Participant deferral / active EE | $4,057 | $4,005+1.3% | $3,287+23.4% | $5,439-25.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |