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 | $97,718 | $90,348+8.2% | $75,972+28.6% | $145,922-33.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 16.69% | 620.88%-604.2pp | 359.55%-342.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $578 | $3,311-82.5% | $2,685-78.5% | $4,660-87.6% |
| Participant deferral / active EE | $2,313 | $5,162-55.2% | $4,255-45.6% | $6,688-65.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |