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 | $79,645 | $165,912-52.0% | $122,332-34.9% | $147,584-46.0% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 12.14% | 34.55%-22.4pp | 30.27%-18.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,846 | $5,754-50.5% | $4,050-29.7% | $4,876-41.6% |
| Participant deferral / active EE | $4,309 | $4,005+7.6% | $3,287+31.1% | $5,439-20.8% |
| Admin fee / account holder | $5 | $7,424-99.9% | $5,478-99.9% | $10,885-100.0% |