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 | $148,097 | $157,256-5.8% | $141,162+4.9% | $152,861-3.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 15.26% | 64.32%-49.1pp | 71.39%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $5,242 | $5,261-0.4% | $4,735+10.7% | $4,762+10.1% |
| Participant deferral / active EE | $9,618 | $7,109+35.3% | $6,709+43.4% | $5,850+64.4% |
| Admin fee / account holder | $74 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |