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 | $70,687 | $107,934-34.5% | $91,989-23.2% | $152,861-53.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.04% | 89.24%-71.2pp | 69.02%-51.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,488 | $4,210-40.9% | $3,452-27.9% | $4,762-47.8% |
| Participant deferral / active EE | $7,253 | $6,364+14.0% | $5,923+22.5% | $5,850+24.0% |
| Admin fee / account holder | $194 | $10,520-98.2% | $7,743-97.5% | $11,596-98.3% |