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 | $115,696 | $52,681+119.6% | $75,781+52.7% | $59,632+94.0% |
| Participation rate | 76.7% | 67.2%+9.4pp | 75.8%+0.8pp | 68.7%+8.0pp |
| Annual return | -2.22% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $4,088 | $2,193+86.4% | $3,323+23.0% | $2,203+85.6% |
| Participant deferral / active EE | $4,994 | $2,591+92.8% | $3,651+36.8% | $3,192+56.5% |
| Admin fee / account holder | $168 | $3,610-95.4% | $5,299-96.8% | $4,297-96.1% |