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 | $136,782 | $99,341+37.7% | $84,750+61.4% | $273,961-50.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.80% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,805 | $4,214-57.2% | $3,574-49.5% | $4,869-62.9% |
| Participant deferral / active EE | $1,805 | $4,269-57.7% | $3,712-51.4% | $5,287-65.9% |
| Admin fee / account holder | $285 | $6,644-95.7% | $5,332-94.7% | $10,132-97.2% |