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 | $88,210 | $165,335-46.6% | $149,696-41.1% | $158,922-44.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.86% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,677 | $5,103-47.5% | $4,644-42.4% | $4,761-43.8% |
| Participant deferral / active EE | $9,277 | $7,181+29.2% | $6,842+35.6% | $5,982+55.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |