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 | $149,054 | $124,281+19.9% | $109,143+36.6% | $167,490-11.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 12.17% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,097 | $4,207-50.2% | $3,722-43.7% | $4,837-56.6% |
| Participant deferral / active EE | $6,498 | $5,255+23.6% | $4,653+39.6% | $6,341+2.5% |
| Admin fee / account holder | $241 | $7,970-97.0% | $6,752-96.4% | $12,309-98.0% |