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 | $94,556 | $157,256-39.9% | $141,162-33.0% | $152,861-38.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 16.57% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,211 | $5,261-58.0% | $4,735-53.3% | $4,762-53.6% |
| Participant deferral / active EE | $7,776 | $7,109+9.4% | $6,709+15.9% | $5,850+32.9% |
| Admin fee / account holder | $118 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |