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 | $74,863 | $165,335-54.7% | $149,696-50.0% | $158,922-52.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 15.93% | 348.15%-332.2pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,271 | $5,103-55.5% | $4,644-51.1% | $4,761-52.3% |
| Participant deferral / active EE | $4,837 | $7,181-32.6% | $6,842-29.3% | $5,982-19.1% |
| Admin fee / account holder | $300 | $10,807-97.2% | $9,309-96.8% | $11,246-97.3% |