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 | $118,834 | $183,592-35.3% | $155,567-23.6% | $145,959-18.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.90% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,237 | $5,315-39.1% | $4,674-30.7% | $4,661-30.5% |
| Participant deferral / active EE | $7,097 | $6,464+9.8% | $5,628+26.1% | $6,689+6.1% |
| Admin fee / account holder | $13 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |