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 | $98,849 | $197,591-50.0% | $177,821-44.4% | $158,922-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.40% | 58.76%-25.4pp | 48.32%-14.9pp | 302.83%-269.4pp |
| Employer contribution / active EE | $3,509 | $6,697-47.6% | $5,918-40.7% | $4,761-26.3% |
| Participant deferral / active EE | $7,586 | $8,405-9.7% | $7,714-1.7% | $5,982+26.8% |
| Admin fee / account holder | $262 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |