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 | $132,082 | $209,411-36.9% | $178,490-26.0% | $158,922-16.9% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 20.37% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,179 | $5,706-79.3% | $5,011-76.5% | $4,761-75.2% |
| Participant deferral / active EE | $4,949 | $5,954-16.9% | $5,202-4.9% | $5,982-17.3% |
| Admin fee / account holder | $210 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |