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 | $50,937 | $91,552-44.4% | $133,956-62.0% | $79,858-36.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.71% | 61.85%-43.1pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $7,393 | $2,384+210.2% | $3,919+88.7% | $2,471+199.2% |
| Participant deferral / active EE | $3,256 | $3,733-12.8% | $5,048-35.5% | $3,740-12.9% |
| Admin fee / account holder | $105 | $6,321-98.3% | $8,927-98.8% | $5,306-98.0% |