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 | $113,399 | $131,829-14.0% | $108,579+4.4% | $273,961-58.6% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 9.25% | -91.57%+100.8pp | -51.70%+60.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,995 | $4,912-39.0% | $3,758-20.3% | $4,869-38.5% |
| Participant deferral / active EE | $7,700 | $5,127+50.2% | $4,311+78.6% | $5,287+45.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |