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 | $75,665 | $101,763-25.6% | $164,866-54.1% | $80,874-6.4% |
| Participation rate | 92.5% | 71.8%+20.7pp | 78.6%+13.9pp | 67.6%+24.9pp |
| Annual return | 25.49% | 16.73%+8.8pp | 69.97%-44.5pp | 35.62%-10.1pp |
| Employer contribution / active EE | $1,649 | $2,954-44.2% | $4,343-62.0% | $2,756-40.2% |
| Participant deferral / active EE | $5,498 | $4,477+22.8% | $6,033-8.9% | $4,297+27.9% |
| Admin fee / account holder | $214 | $8,228-97.4% | $12,689-98.3% | $6,935-96.9% |