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 | $102,066 | $109,817-7.1% | $98,442+3.7% | $167,490-39.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 14.10% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,225 | $3,224-62.0% | $2,960-58.6% | $4,837-74.7% |
| Participant deferral / active EE | $3,773 | $4,673-19.3% | $4,276-11.8% | $6,341-40.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |