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 | $77,574 | $157,256-50.7% | $141,162-45.0% | $152,861-49.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.18% | 64.32%-33.1pp | 71.39%-40.2pp | 345.32%-314.1pp |
| Employer contribution / active EE | $7,701 | $5,261+46.4% | $4,735+62.6% | $4,762+61.7% |
| Participant deferral / active EE | $12,260 | $7,109+72.4% | $6,709+82.7% | $5,850+109.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |