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 | $163,911 | $106,584+53.8% | $101,326+61.8% | $142,382+15.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 19.86% | 36.93%-17.1pp | 36.82%-17.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,535 | $3,956-61.2% | $3,665-58.1% | $4,299-64.3% |
| Participant deferral / active EE | $4,705 | $8,297-43.3% | $7,994-41.1% | $6,507-27.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |