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 | $211,764 | $107,791+96.5% | $90,645+133.6% | $135,375+56.4% |
| Participation rate | 95.2% | 78.0%+17.2pp | 74.0%+21.2pp | 82.6%+12.6pp |
| Annual return | -4.09% | -0.90%-3.2pp | 1.88%-6.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,877 | $3,018+94.7% | $2,532+132.1% | $4,779+23.0% |
| Participant deferral / active EE | $11,046 | $3,872+185.3% | $3,425+222.5% | $5,609+96.9% |
| Admin fee / account holder | $41 | $5,930-99.3% | $4,994-99.2% | $10,827-99.6% |