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 | $45,211 | $65,685-31.2% | $57,179-20.9% | $273,961-83.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.17% | 21.99%-17.8pp | 14.59%-10.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $6,255 | $3,279+90.8% | $2,682+133.2% | $4,869+28.5% |
| Participant deferral / active EE | $6,255 | $3,782+65.4% | $3,096+102.0% | $5,287+18.3% |
| Admin fee / account holder | $10 | $4,835-99.8% | $3,139-99.7% | $10,132-99.9% |