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 | $73,936 | $84,696-12.7% | $75,696-2.3% | $167,490-55.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 10.78% | 199.36%-188.6pp | 104.53%-93.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,478 | $3,230+69.6% | $2,743+99.7% | $4,837+13.2% |
| Participant deferral / active EE | $5,425 | $4,580+18.5% | $3,821+42.0% | $6,341-14.4% |
| Admin fee / account holder | $193 | $5,355-96.4% | $3,619-94.7% | $12,309-98.4% |