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 | $103,804 | $148,534-30.1% | $135,903-23.6% | $139,434-25.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.31% | 79.19%-47.9pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $2,660 | $5,243-49.3% | $4,856-45.2% | $4,751-44.0% |
| Participant deferral / active EE | $13,467 | $8,100+66.3% | $7,758+73.6% | $6,710+100.7% |
| Admin fee / account holder | $249 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |