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 | $88,648 | $96,484-8.1% | $75,886+16.8% | $152,861-42.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 26.20% | 33.98%-7.8pp | 30.76%-4.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,217 | $3,309-33.0% | $2,500-11.3% | $4,762-53.4% |
| Participant deferral / active EE | $9,392 | $4,553+106.3% | $3,603+160.7% | $5,850+60.5% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |