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 | $89,811 | $107,334-16.3% | $92,893-3.3% | $152,861-41.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.61% | 145.58%-113.0pp | 109.41%-76.8pp | 345.32%-312.7pp |
| Employer contribution / active EE | $5,188 | $4,221+22.9% | $3,653+42.0% | $4,762+8.9% |
| Participant deferral / active EE | $6,264 | $4,845+29.3% | $4,236+47.9% | $5,850+7.1% |
| Admin fee / account holder | $25 | $7,079-99.6% | $5,794-99.6% | $11,596-99.8% |