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 | $118,918 | $110,257+7.9% | $96,544+23.2% | $139,434-14.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.09% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,104 | $3,620-41.9% | $2,965-29.0% | $4,751-55.7% |
| Participant deferral / active EE | $4,794 | $5,548-13.6% | $4,851-1.2% | $6,710-28.6% |
| Admin fee / account holder | $175 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |