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 | $114,022 | $101,069+12.8% | $81,478+39.9% | $147,584-22.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 10.28% | 32.40%-22.1pp | 38.78%-28.5pp | 578.55%-568.3pp |
| Employer contribution / active EE | $449 | $3,205-86.0% | $2,568-82.5% | $4,876-90.8% |
| Participant deferral / active EE | $5,732 | $4,242+35.1% | $3,537+62.1% | $5,439+5.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |