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 | $43,002 | $148,534-71.0% | $135,903-68.4% | $139,434-69.2% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 21.27% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,726 | $5,243-9.9% | $4,856-2.7% | $4,751-0.5% |
| Participant deferral / active EE | $6,524 | $8,100-19.5% | $7,758-15.9% | $6,710-2.8% |
| Admin fee / account holder | $113 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |