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 | $78,834 | $118,450-33.4% | $98,439-19.9% | $139,434-43.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 18.94%-6.9pp | 21.16%-9.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,158 | $3,609-40.2% | $3,048-29.2% | $4,751-54.6% |
| Participant deferral / active EE | $3,079 | $5,392-42.9% | $4,738-35.0% | $6,710-54.1% |
| Admin fee / account holder | $222 | $14,026-98.4% | $8,948-97.5% | $11,403-98.1% |