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 | $50,140 | $76,312-34.3% | $67,221-25.4% | $158,922-68.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.46% | 22.77%-1.3pp | 20.72%+0.7pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,308 | $4,476-48.4% | $3,723-38.0% | $4,761-51.5% |
| Participant deferral / active EE | $2,836 | $5,264-46.1% | $4,384-35.3% | $5,982-52.6% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |