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 | $57,130 | $113,935-49.9% | $94,224-39.4% | $125,391-54.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.77% | 5.29%-4.5pp | 10.68%-9.9pp | 282.22%-281.5pp |
| Employer contribution / active EE | $13,378 | $4,727+183.0% | $3,587+273.0% | $4,866+174.9% |
| Participant deferral / active EE | $13,200 | $5,179+154.9% | $4,320+205.5% | $5,352+146.7% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |