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 | $31,119 | $115,708-73.1% | $65,255-52.3% | $139,434-77.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 30.18% | 31.19%-1.0pp | 47.35%-17.2pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,867 | $2,599-28.2% | $1,691+10.4% | $4,751-60.7% |
| Participant deferral / active EE | $5,368 | $4,240+26.6% | $2,831+89.6% | $6,710-20.0% |
| Admin fee / account holder | $194 | $6,698-97.1% | $4,112-95.3% | $11,403-98.3% |