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 | $129,889 | $127,065+2.2% | $113,168+14.8% | $142,382-8.8% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 13.24% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,111 | $3,442-9.6% | $2,975+4.6% | $4,299-27.6% |
| Participant deferral / active EE | $8,176 | $5,716+43.0% | $5,107+60.1% | $6,507+25.6% |
| Admin fee / account holder | $300 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |