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 | $141,009 | $163,101-13.5% | $136,749+3.1% | $142,382-1.0% |
| Participation rate | 81.8% | 78.2%+3.6pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 16.87% | 27.54%-10.7pp | 24.33%-7.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,260 | $4,117-45.1% | $3,400-33.5% | $4,299-47.4% |
| Participant deferral / active EE | $6,120 | $5,585+9.6% | $4,692+30.4% | $6,507-5.9% |
| Admin fee / account holder | $11 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |