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 | $108,738 | $104,974+3.6% | $95,585+13.8% | $142,382-23.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 29.98% | 210.33%-180.4pp | 38.56%-8.6pp | 217.08%-187.1pp |
| Employer contribution / active EE | $1,178 | $2,779-57.6% | $2,527-53.4% | $4,299-72.6% |
| Participant deferral / active EE | $1,586 | $4,352-63.6% | $4,023-60.6% | $6,507-75.6% |
| Admin fee / account holder | $170 | $6,386-97.3% | $6,127-97.2% | $12,624-98.7% |