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 | $83,762 | $165,335-49.3% | $149,696-44.0% | $158,922-47.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 17.72% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,569 | $5,103-49.7% | $4,644-44.7% | $4,761-46.0% |
| Participant deferral / active EE | $8,896 | $7,181+23.9% | $6,842+30.0% | $5,982+48.7% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |