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 | $91,569 | $112,729-18.8% | $98,716-7.2% | $137,256-33.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.55% | 38.48%-24.9pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,996 | $2,725+9.9% | $2,279+31.5% | $4,156-27.9% |
| Participant deferral / active EE | $4,270 | $4,640-8.0% | $4,048+5.5% | $6,407-33.4% |
| Admin fee / account holder | -$202 | $10,129-102.0% | $8,703-102.3% | $12,270-101.6% |