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 | $133,844 | $99,985+33.9% | $146,665-8.7% | $85,850+55.9% |
| Participation rate | 71.7% | 73.1%-1.4pp | 80.1%-8.4pp | 69.3%+2.4pp |
| Annual return | 18.39% | 18.93%-0.5pp | 22.74%-4.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,825 | $2,559-28.7% | $4,136-55.9% | $2,565-28.8% |
| Participant deferral / active EE | $4,025 | $4,006+0.5% | $5,506-26.9% | $3,952+1.9% |
| Admin fee / account holder | $10 | $7,702-99.9% | $10,280-99.9% | $6,260-99.8% |