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 8-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 | $156,854 | $228,332-31.3% | $185,823-15.6% | $158,922-1.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.34% | 40.80%-21.5pp | 35.95%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $20,761 | $4,967+318.0% | $4,087+407.9% | $4,761+336.1% |
| Participant deferral / active EE | $26,005 | $6,415+305.4% | $5,632+361.7% | $5,982+334.7% |
| Admin fee / account holder | $90 | $11,864-99.2% | $9,500-99.1% | $11,246-99.2% |