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 | $142,779 | $121,625+17.4% | $104,607+36.5% | $158,922-10.2% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 15.35% | 465.26%-449.9pp | 340.46%-325.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,130 | $4,177-49.0% | $3,740-43.1% | $5,982-64.4% |
| Admin fee / account holder | $227 | $7,787-97.1% | $6,473-96.5% | $11,246-98.0% |