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 | $108,870 | $111,724-2.6% | $93,606+16.3% | $145,922-25.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.28% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,174 | $3,090-29.6% | $2,420-10.2% | $4,660-53.3% |
| Participant deferral / active EE | $6,015 | $4,912+22.5% | $4,411+36.4% | $6,688-10.1% |
| Admin fee / account holder | $58 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |