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 | $137,349 | $112,729+21.8% | $98,716+39.1% | $137,256+0.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 17.42% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $822 | $2,725-69.8% | $2,279-63.9% | $4,156-80.2% |
| Participant deferral / active EE | $4,359 | $4,640-6.1% | $4,048+7.7% | $6,407-32.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |