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 | $67,238 | $78,705-14.6% | $117,854-42.9% | $70,131-4.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.25% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,595 | $2,223-28.3% | $3,786-57.9% | $2,342-31.9% |
| Participant deferral / active EE | $5,463 | $3,297+65.7% | $4,482+21.9% | $3,332+64.0% |
| Admin fee / account holder | $40 | $5,065-99.2% | $8,020-99.5% | $4,645-99.1% |