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 | $84,551 | $65,041+30.0% | $90,951-7.0% | $79,858+5.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.20% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,430 | $1,247+14.7% | $2,122-32.6% | $2,471-42.1% |
| Participant deferral / active EE | $3,500 | $2,512+39.3% | $3,373+3.8% | $3,740-6.4% |
| Admin fee / account holder | $29 | $4,536-99.4% | $5,959-99.5% | $5,306-99.4% |