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 | $107,250 | $176,812-39.3% | $146,665-26.9% | $167,490-36.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.56% | 24.03%-7.5pp | 22.74%-6.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $12,295 | $5,160+138.3% | $4,136+197.3% | $4,837+154.2% |
| Participant deferral / active EE | $8,762 | $6,440+36.1% | $5,506+59.1% | $6,341+38.2% |
| Admin fee / account holder | $30 | $13,259-99.8% | $10,280-99.7% | $12,309-99.8% |