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 | $81,744 | $168,632-51.5% | $147,614-44.6% | $125,391-34.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.77% | 77.65%-72.9pp | 61.98%-57.2pp | 282.22%-277.4pp |
| Employer contribution / active EE | $2,846 | $6,252-54.5% | $5,564-48.9% | $4,866-41.5% |
| Participant deferral / active EE | $2,690 | $5,507-51.1% | $4,895-45.0% | $5,352-49.7% |
| Admin fee / account holder | $14 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |