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 | $117,716 | $165,984-29.1% | $164,813-28.6% | $145,922-19.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.84% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,467 | $5,273+3.7% | $4,341+25.9% | $4,660+17.3% |
| Participant deferral / active EE | $14,905 | $6,959+114.2% | $6,031+147.1% | $6,688+122.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |