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 | $96,430 | $127,264-24.2% | $109,895-12.3% | $167,490-42.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.58% | 22.97%-8.4pp | 29.45%-14.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,728 | $3,322+12.2% | $2,842+31.1% | $4,837-22.9% |
| Participant deferral / active EE | $7,443 | $4,514+64.9% | $4,048+83.9% | $6,341+17.4% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |