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 | $116,778 | $113,339+3.0% | $94,993+22.9% | $147,584-20.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.75% | 20.77%-2.0pp | 27.12%-8.4pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,346 | $3,160+5.9% | $2,603+28.5% | $4,876-31.4% |
| Participant deferral / active EE | $13,026 | $3,777+244.9% | $3,317+292.7% | $5,439+139.5% |
| Admin fee / account holder | $58 | $6,063-99.0% | $4,960-98.8% | $10,885-99.5% |