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 | $90,465 | $101,069-10.5% | $81,478+11.0% | $147,584-38.7% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 17.61% | 32.40%-14.8pp | 38.78%-21.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,313 | $3,205-59.0% | $2,568-48.9% | $4,876-73.1% |
| Participant deferral / active EE | $3,365 | $4,242-20.7% | $3,537-4.8% | $5,439-38.1% |
| Admin fee / account holder | $118 | $5,812-98.0% | $4,561-97.4% | $10,885-98.9% |