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 | $76,105 | $149,734-49.2% | $118,925-36.0% | $158,922-52.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.69% | 19.95%-0.3pp | 35.88%-16.2pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,459 | $4,115-40.3% | $3,263-24.6% | $4,761-48.4% |
| Participant deferral / active EE | $12,601 | $5,223+141.3% | $4,265+195.5% | $5,982+110.6% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |