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 | $23,076 | $100,901-77.1% | $75,670-69.5% | $147,584-84.4% |
| Participation rate | 85.7% | 77.1%+8.6pp | 72.3%+13.4pp | 82.8%+2.9pp |
| Annual return | 14.92% | 35.78%-20.9pp | 27.34%-12.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,457 | $3,253+6.3% | $2,352+47.0% | $4,876-29.1% |
| Participant deferral / active EE | $1,872 | $4,027-53.5% | $3,142-40.4% | $5,439-65.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |