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 | $168,805 | $111,754+51.1% | $103,333+63.4% | $145,922+15.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 16.03% | 24.77%-8.7pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,746 | $4,212-34.8% | $3,868-29.0% | $4,660-41.1% |
| Participant deferral / active EE | $3,441 | $5,619-38.8% | $5,057-32.0% | $6,688-48.5% |
| Admin fee / account holder | $111 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |