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 | $61,469 | $105,126-41.5% | $94,646-35.1% | $139,434-55.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 14.79% | 38.03%-23.2pp | 156.71%-141.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,557 | $4,106-62.1% | $3,672-57.6% | $4,751-67.2% |
| Participant deferral / active EE | $7,693 | $7,599+1.2% | $7,418+3.7% | $6,710+14.6% |
| Admin fee / account holder | $205 | $8,984-97.7% | $7,231-97.2% | $11,403-98.2% |