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 | $117,565 | $159,901-26.5% | $146,958-20.0% | $145,922-19.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.52% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,257 | $5,286-38.4% | $4,933-34.0% | $4,660-30.1% |
| Participant deferral / active EE | $11,051 | $8,428+31.1% | $8,070+36.9% | $6,688+65.2% |
| Admin fee / account holder | $75 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |