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 | $183,644 | $228,332-19.6% | $185,823-1.2% | $158,922+15.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.77% | 40.80%-23.0pp | 35.95%-18.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $23,784 | $4,967+378.9% | $4,087+481.9% | $4,761+399.6% |
| Participant deferral / active EE | $7,646 | $6,415+19.2% | $5,632+35.8% | $5,982+27.8% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |