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 | $96,324 | $197,591-51.3% | $177,821-45.8% | $158,922-39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.97% | 58.76%-49.8pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $5,627 | $6,697-16.0% | $5,918-4.9% | $4,761+18.2% |
| Participant deferral / active EE | $13,406 | $8,405+59.5% | $7,714+73.8% | $5,982+124.1% |
| Admin fee / account holder | $60 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |