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 | $76,846 | $107,934-28.8% | $91,989-16.5% | $152,861-49.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.95% | 89.24%-65.3pp | 69.02%-45.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,348 | $4,210-20.5% | $3,452-3.0% | $4,762-29.7% |
| Participant deferral / active EE | $11,104 | $6,364+74.5% | $5,923+87.5% | $5,850+89.8% |
| Admin fee / account holder | $226 | $10,520-97.9% | $7,743-97.1% | $11,596-98.1% |