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 | $139,492 | $183,519-24.0% | $155,509-10.3% | $145,922-4.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.03% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,135 | $5,313-22.2% | $4,672-11.5% | $4,660-11.2% |
| Participant deferral / active EE | $15,428 | $6,462+138.7% | $5,626+174.2% | $6,688+130.7% |
| Admin fee / account holder | $56 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |