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 | $93,117 | $89,355+4.2% | $141,162-34.0% | $72,985+27.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.29% | 111.85%-83.6pp | 71.39%-43.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $5,185 | $3,114+66.5% | $4,735+9.5% | $2,440+112.5% |
| Participant deferral / active EE | $5,070 | $5,418-6.4% | $6,709-24.4% | $3,607+40.5% |
| Admin fee / account holder | $34 | $5,958-99.4% | $10,261-99.7% | $5,124-99.3% |