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 | $118,560 | $154,228-23.1% | $145,433-18.5% | $137,256-13.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.15% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,479 | $4,804-48.4% | $4,554-45.6% | $4,156-40.3% |
| Participant deferral / active EE | $10,174 | $8,216+23.8% | $7,897+28.8% | $6,407+58.8% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |