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 | $89,525 | $198,466-54.9% | $170,442-47.5% | $147,584-39.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.09% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,199 | $6,184-64.4% | $5,433-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $8,535 | $5,629+51.6% | $4,939+72.8% | $5,439+56.9% |
| Admin fee / account holder | $151 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |