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 | $172,704 | $183,519-5.9% | $155,509+11.1% | $145,922+18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,984 | $5,313-62.7% | $4,672-57.5% | $4,660-57.4% |
| Participant deferral / active EE | $30,500 | $6,462+372.0% | $5,626+442.1% | $6,688+356.1% |
| Admin fee / account holder | $173 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |