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 | $150,652 | $172,111-12.5% | $150,298+0.2% | $137,256+9.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.02% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,083 | $4,636-55.1% | $4,154-49.8% | $4,156-49.9% |
| Participant deferral / active EE | $10,927 | $6,166+77.2% | $5,453+100.4% | $6,407+70.6% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |