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 | $71,941 | $107,934-33.3% | $91,989-21.8% | $152,861-52.9% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 32.19% | 89.24%-57.1pp | 69.02%-36.8pp | 345.32%-313.1pp |
| Employer contribution / active EE | $3,954 | $4,210-6.1% | $3,452+14.5% | $4,762-17.0% |
| Participant deferral / active EE | $10,180 | $6,364+60.0% | $5,923+71.9% | $5,850+74.0% |
| Admin fee / account holder | $18 | $10,520-99.8% | $7,743-99.8% | $11,596-99.8% |