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 | $94,758 | $100,773-6.0% | $88,946+6.5% | $142,382-33.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.34% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,284 | $2,918-21.7% | $2,555-10.6% | $4,299-46.9% |
| Participant deferral / active EE | $2,284 | $5,230-56.3% | $4,581-50.2% | $6,507-64.9% |
| Admin fee / account holder | $209 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |