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 | $77,000 | $154,228-50.1% | $145,433-47.1% | $137,256-43.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.62% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,917 | $4,804+2.3% | $4,554+8.0% | $4,156+18.3% |
| Participant deferral / active EE | $14,524 | $8,216+76.8% | $7,897+83.9% | $6,407+126.7% |
| Admin fee / account holder | $4 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |