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 | $105,491 | $107,452-1.8% | $91,541+15.2% | $142,382-25.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 12.14% | 22.06%-9.9pp | 20.50%-8.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,523 | $2,994-49.1% | $2,505-39.2% | $4,299-64.6% |
| Participant deferral / active EE | $2,937 | $4,754-38.2% | $4,008-26.7% | $6,507-54.9% |
| Admin fee / account holder | $10 | $8,834-99.9% | $6,956-99.9% | $12,624-99.9% |