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 | $72,095 | $135,952-47.0% | $123,892-41.8% | $273,961-73.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.48% | 56.63%-46.2pp | 47.52%-37.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,212 | $5,170-37.9% | $4,617-30.4% | $4,869-34.0% |
| Participant deferral / active EE | $8,957 | $6,343+41.2% | $5,984+49.7% | $5,287+69.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |