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 | $114,771 | $106,515+7.8% | $96,683+18.7% | $139,434-17.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.56% | 38.43%-21.9pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,446 | $4,103-16.0% | $3,737-7.8% | $4,751-27.5% |
| Participant deferral / active EE | $7,357 | $5,454+34.9% | $4,878+50.8% | $6,710+9.6% |
| Admin fee / account holder | $130 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |