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 | $126,282 | $172,111-26.6% | $150,298-16.0% | $137,256-8.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.35% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,052 | $4,636-55.7% | $4,154-50.6% | $4,156-50.6% |
| Participant deferral / active EE | $12,319 | $6,166+99.8% | $5,453+125.9% | $6,407+92.3% |
| Admin fee / account holder | $164 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |