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 | $105,700 | $69,207+52.7% | $64,056+65.0% | $139,434-24.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.23% | 45.88%-29.7pp | 33.69%-17.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,283 | $3,182-28.2% | $2,747-16.9% | $4,751-51.9% |
| Participant deferral / active EE | $4,197 | $4,682-10.4% | $3,880+8.2% | $6,710-37.5% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |