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 | $157,973 | $177,572-11.0% | $154,803+2.0% | $142,382+10.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,517 | $4,810-6.1% | $4,305+4.9% | $4,299+5.1% |
| Participant deferral / active EE | $2,893 | $6,272-53.9% | $5,540-47.8% | $6,507-55.5% |
| Admin fee / account holder | $200 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |