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 | $70,075 | $165,984-57.8% | $164,813-57.5% | $145,922-52.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.00% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,139 | $5,273-59.4% | $4,341-50.7% | $4,660-54.1% |
| Participant deferral / active EE | $4,000 | $6,959-42.5% | $6,031-33.7% | $6,688-40.2% |
| Admin fee / account holder | $291 | $16,648-98.3% | $12,690-97.7% | $13,397-97.8% |