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 | $68,274 | $96,965-29.6% | $97,995-30.3% | $147,584-53.7% |
| Participation rate | 90.0% | 83.6%+6.4pp | 82.4%+7.6pp | 82.8%+7.2pp |
| Annual return | 19.08% | 24.11%-5.0pp | 23.94%-4.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,347 | $4,536-4.2% | $4,158+4.5% | $4,876-10.9% |
| Participant deferral / active EE | $10,398 | $5,081+104.6% | $5,097+104.0% | $5,439+91.2% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |