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 4-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 | $98,852 | $106,584-7.3% | $101,326-2.4% | $142,382-30.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.22% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,319 | $3,956+186.1% | $3,665+208.8% | $4,299+163.3% |
| Participant deferral / active EE | $8,535 | $8,297+2.9% | $7,994+6.8% | $6,507+31.2% |
| Admin fee / account holder | $236 | $11,446-97.9% | $11,185-97.9% | $12,624-98.1% |