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 | $131,170 | $209,832-37.5% | $189,513-30.8% | $167,490-21.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.49% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,789 | $6,914-59.7% | $6,162-54.7% | $4,837-42.3% |
| Participant deferral / active EE | $7,619 | $8,935-14.7% | $8,221-7.3% | $6,341+20.1% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |