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 | $147,303 | $64,307+129.1% | $57,343+156.9% | $125,391+17.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | -1.03% | 25.12%-26.2pp | 24.39%-25.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $5,050 | $3,193+58.2% | $2,689+87.8% | $4,866+3.8% |
| Participant deferral / active EE | $3,578 | $3,848-7.0% | $3,162+13.1% | $5,352-33.1% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |