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 | $109,041 | $127,264-14.3% | $109,895-0.8% | $167,490-34.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 19.91% | 22.97%-3.1pp | 29.45%-9.5pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,584 | $3,322-52.3% | $2,842-44.3% | $4,837-67.3% |
| Participant deferral / active EE | $1,076 | $4,514-76.2% | $4,048-73.4% | $6,341-83.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |