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 7-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 | $118,686 | $112,729+5.3% | $98,716+20.2% | $137,256-13.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 15.07% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,729 | $2,725-36.6% | $2,279-24.1% | $4,156-58.4% |
| Participant deferral / active EE | $4,801 | $4,640+3.5% | $4,048+18.6% | $6,407-25.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |