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 | $129,819 | $112,881+15.0% | $90,951+42.7% | $158,922-18.3% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 12.63% | 215.79%-203.2pp | 134.60%-122.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,212 | $2,893-23.5% | $2,122+4.2% | $4,761-53.5% |
| Participant deferral / active EE | $5,215 | $4,128+26.3% | $3,373+54.6% | $5,982-12.8% |
| Admin fee / account holder | $8 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |