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 | $152,279 | $209,411-27.3% | $178,490-14.7% | $158,922-4.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.57% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,456 | $5,706-39.4% | $5,011-31.0% | $4,761-27.4% |
| Participant deferral / active EE | $9,145 | $5,954+53.6% | $5,202+75.8% | $5,982+52.9% |
| Admin fee / account holder | -$53 | $17,074-100.3% | $13,984-100.4% | $11,246-100.5% |