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 | $77,090 | $165,984-53.6% | $164,813-53.2% | $145,922-47.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 9.22% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,647 | $5,273-68.8% | $4,341-62.1% | $4,660-64.6% |
| Participant deferral / active EE | $3,179 | $6,959-54.3% | $6,031-47.3% | $6,688-52.5% |
| Admin fee / account holder | $100 | $16,648-99.4% | $12,690-99.2% | $13,397-99.3% |