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 | $127,474 | $115,770+10.1% | $101,248+25.9% | $158,922-19.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 19.86% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,310 | $4,175-44.7% | $3,660-36.9% | $4,761-51.5% |
| Participant deferral / active EE | $9,092 | $4,957+83.4% | $4,370+108.0% | $5,982+52.0% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |