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 | $149,357 | $93,571+59.6% | $135,903+9.9% | $75,163+98.7% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 17.57% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,060 | $3,537-70.0% | $4,856-78.2% | $2,670-60.3% |
| Participant deferral / active EE | $2,835 | $6,404-55.7% | $7,758-63.5% | $4,125-31.3% |
| Admin fee / account holder | $14 | $6,975-99.8% | $10,762-99.9% | $5,651-99.7% |