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 | $25,333 | $103,949-75.6% | $69,182-63.4% | $273,961-90.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.61% | 35.28%-24.7pp | -21.93%+32.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,192 | $1,783+79.0% | $1,206+164.7% | $4,869-34.4% |
| Participant deferral / active EE | $8,186 | $2,716+201.3% | $1,897+331.5% | $5,287+54.8% |
| Admin fee / account holder | $18 | $3,671-99.5% | $2,697-99.3% | $10,132-99.8% |