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 | $69,929 | $114,237-38.8% | $119,258-41.4% | $167,490-58.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 10.51% | 29.87%-19.4pp | 30.69%-20.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,783 | $4,481-37.9% | $4,384-36.5% | $4,837-42.5% |
| Participant deferral / active EE | $8,970 | $6,084+47.4% | $6,111+46.8% | $6,341+41.5% |
| Admin fee / account holder | $143 | $8,932-98.4% | $7,226-98.0% | $12,309-98.8% |