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 | $49,959 | $136,307-63.3% | $106,619-53.1% | $273,961-81.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 13.05% | 11.05%+2.0pp | 9.42%+3.6pp | 41.45%-28.4pp |
| Employer contribution / active EE | $3,624 | $5,190-30.2% | $3,947-8.2% | $4,869-25.6% |
| Participant deferral / active EE | $8,500 | $4,969+71.0% | $3,930+116.3% | $5,287+60.8% |
| Admin fee / account holder | $118 | $8,625-98.6% | $6,418-98.2% | $10,132-98.8% |