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 | $67,278 | $157,256-57.2% | $141,162-52.3% | $152,861-56.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 29.81% | 64.32%-34.5pp | 71.39%-41.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $7,000 | $5,261+33.1% | $4,735+47.8% | $4,762+47.0% |
| Participant deferral / active EE | $3,469 | $7,109-51.2% | $6,709-48.3% | $5,850-40.7% |
| Admin fee / account holder | $189 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |