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 6-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 | $88,730 | $111,754-20.6% | $103,333-14.1% | $145,922-39.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.31% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,984 | $4,212-52.9% | $3,868-48.7% | $4,660-57.4% |
| Participant deferral / active EE | $15,201 | $5,619+170.5% | $5,057+200.6% | $6,688+127.3% |
| Admin fee / account holder | $91 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |