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 | $161,378 | $92,222+75.0% | $76,768+110.2% | $135,375+19.2% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -5.68% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,516 | $3,216+9.3% | $2,485+41.5% | $4,779-26.4% |
| Participant deferral / active EE | $10,295 | $4,509+128.3% | $3,852+167.3% | $5,609+83.6% |
| Admin fee / account holder | $20 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |