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 | $94,307 | $95,971-1.7% | $74,550+26.5% | $135,375-30.3% |
| Participation rate | 88.2% | 75.7%+12.6pp | 69.1%+19.1pp | 82.6%+5.6pp |
| Annual return | 0.83% | 56.96%-56.1pp | 32.53%-31.7pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,308 | $2,716-51.8% | $1,961-33.3% | $4,779-72.6% |
| Participant deferral / active EE | $1,936 | $3,843-49.6% | $3,108-37.7% | $5,609-65.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |