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 | $151,710 | $91,538+65.7% | $129,995+16.7% | $75,163+101.8% |
| Participation rate | 73.0% | 71.4%+1.5pp | 78.5%-5.5pp | 67.2%+5.8pp |
| Annual return | 15.92% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,311 | $2,845-18.8% | $4,320-46.5% | $2,670-13.4% |
| Participant deferral / active EE | $3,693 | $4,341-14.9% | $5,820-36.5% | $4,125-10.5% |
| Admin fee / account holder | $180 | $6,790-97.4% | $10,614-98.3% | $5,651-96.8% |