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 | $88,668 | $90,503-2.0% | $78,689+12.7% | $273,961-67.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.04% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,738 | $3,176-45.3% | $2,851-39.0% | $4,869-64.3% |
| Participant deferral / active EE | $7,872 | $3,901+101.8% | $3,517+123.8% | $5,287+48.9% |
| Admin fee / account holder | $75 | $5,263-98.6% | $4,510-98.3% | $10,132-99.3% |