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 | $99,771 | $115,882-13.9% | $100,516-0.7% | $158,922-37.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 10.66% | 34.79%-24.1pp | 30.89%-20.2pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,562 | $4,103-37.6% | $3,418-25.0% | $4,761-46.2% |
| Participant deferral / active EE | $6,484 | $6,674-2.9% | $6,270+3.4% | $5,982+8.4% |
| Admin fee / account holder | $120 | $10,995-98.9% | $8,081-98.5% | $11,246-98.9% |