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 | $171,409 | $197,591-13.3% | $177,821-3.6% | $158,922+7.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 14.90% | 58.76%-43.9pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,741 | $6,697-59.1% | $5,918-53.7% | $4,761-42.4% |
| Participant deferral / active EE | $5,443 | $8,405-35.2% | $7,714-29.4% | $5,982-9.0% |
| Admin fee / account holder | $221 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |