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 | $41,232 | $96,956-57.5% | $70,014-41.1% | $273,961-84.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 11.18% | 12.93%-1.8pp | 12.99%-1.8pp | 41.45%-30.3pp |
| Employer contribution / active EE | $3,051 | $3,316-8.0% | $2,338+30.5% | $4,869-37.3% |
| Participant deferral / active EE | $4,074 | $3,744+8.8% | $2,931+39.0% | $5,287-22.9% |
| Admin fee / account holder | $263 | $7,934-96.7% | $4,380-94.0% | $10,132-97.4% |