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 | $29,053 | $107,334-72.9% | $92,893-68.7% | $152,861-81.0% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 14.65% | 145.58%-130.9pp | 109.41%-94.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $13,494 | $4,221+219.7% | $3,653+269.4% | $4,762+183.3% |
| Participant deferral / active EE | $2,525 | $4,845-47.9% | $4,236-40.4% | $5,850-56.8% |
| Admin fee / account holder | $196 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |