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 | $84,404 | $115,882-27.2% | $100,516-16.0% | $158,922-46.9% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 18.15% | 34.79%-16.6pp | 30.89%-12.7pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,211 | $4,103-21.7% | $3,418-6.0% | $4,761-32.6% |
| Participant deferral / active EE | $8,777 | $6,674+31.5% | $6,270+40.0% | $5,982+46.7% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |