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 | $97,912 | $153,311-36.1% | $109,313-10.4% | $273,961-64.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.56% | 29.86%-24.3pp | 22.07%-16.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,360 | $5,619-58.0% | $3,892-39.4% | $4,869-51.5% |
| Participant deferral / active EE | $7,424 | $3,932+88.8% | $3,166+134.5% | $5,287+40.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |