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 6-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 | $84,827 | $106,584-20.4% | $101,326-16.3% | $142,382-40.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.27% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,146 | $3,956+80.6% | $3,665+95.0% | $4,299+66.2% |
| Participant deferral / active EE | $10,124 | $8,297+22.0% | $7,994+26.6% | $6,507+55.6% |
| Admin fee / account holder | $206 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |