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 | $126,774 | $197,591-35.8% | $177,821-28.7% | $158,922-20.2% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 16.62% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,732 | $6,697-44.3% | $5,918-36.9% | $4,761-21.6% |
| Participant deferral / active EE | $9,318 | $8,405+10.9% | $7,714+20.8% | $5,982+55.8% |
| Admin fee / account holder | $32 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |