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 | $176,938 | $214,378-17.5% | $200,582-11.8% | $142,382+24.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 13.18% | 46.41%-33.2pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,565 | $6,841-77.1% | $6,419-75.6% | $4,299-63.6% |
| Participant deferral / active EE | $3,870 | $9,865-60.8% | $9,331-58.5% | $6,507-40.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |