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 | $94,378 | $111,724-15.5% | $93,606+0.8% | $145,922-35.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 17.15% | 202.98%-185.8pp | 133.20%-116.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,244 | $3,090-27.4% | $2,420-7.3% | $4,660-51.8% |
| Participant deferral / active EE | $6,347 | $4,912+29.2% | $4,411+43.9% | $6,688-5.1% |
| Admin fee / account holder | $258 | $10,250-97.5% | $8,285-96.9% | $13,397-98.1% |