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 | $89,949 | $85,766+4.9% | $136,294-34.0% | $70,131+28.3% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 16.01% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,457 | $2,966+16.5% | $4,695-26.4% | $2,342+47.6% |
| Participant deferral / active EE | $7,483 | $5,051+48.1% | $6,247+19.8% | $3,332+124.6% |
| Admin fee / account holder | $78 | $5,420-98.6% | $9,243-99.2% | $4,645-98.3% |