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 | $150,224 | $178,174-15.7% | $156,181-3.8% | $137,256+9.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.55% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,329 | $4,972-53.2% | $4,294-45.8% | $4,156-44.0% |
| Participant deferral / active EE | $3,765 | $6,888-45.3% | $6,132-38.6% | $6,407-41.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |