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 | $105,831 | $162,781-35.0% | $133,956-21.0% | $158,922-33.4% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 20.92% | 41.94%-21.0pp | 45.09%-24.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,652 | $4,975-66.8% | $3,919-57.8% | $4,761-65.3% |
| Participant deferral / active EE | $3,067 | $5,911-48.1% | $5,048-39.2% | $5,982-48.7% |
| Admin fee / account holder | $245 | $11,736-97.9% | $8,927-97.3% | $11,246-97.8% |