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 | $110,575 | $111,814-1.1% | $103,374+7.0% | $145,959-24.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.09% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $5,218 | $4,214+23.8% | $3,869+34.9% | $4,661+12.0% |
| Participant deferral / active EE | $5,399 | $5,618-3.9% | $5,058+6.8% | $6,689-19.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |