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 | $80,110 | $103,376-22.5% | $87,100-8.0% | $152,861-47.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 19.57% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $6,640 | $3,220+106.2% | $2,521+163.3% | $4,762+39.4% |
| Participant deferral / active EE | $4,820 | $4,778+0.9% | $4,049+19.1% | $5,850-17.6% |
| Admin fee / account holder | $2 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |