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 | $88,219 | $198,466-55.5% | $170,442-48.2% | $147,584-40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.83% | 257.29%-235.5pp | 205.93%-184.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $3,538 | $6,184-42.8% | $5,433-34.9% | $4,876-27.4% |
| Participant deferral / active EE | $8,881 | $5,629+57.8% | $4,939+79.8% | $5,439+63.3% |
| Admin fee / account holder | $109 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |