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 | $157,125 | $104,251+50.7% | $91,001+72.7% | $147,584+6.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 18.39% | 27.06%-8.7pp | 4.60%+13.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,131 | $3,116-31.6% | $2,456-13.2% | $4,876-56.3% |
| Participant deferral / active EE | $5,762 | $4,195+37.4% | $3,547+62.4% | $5,439+5.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |