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 | $116,192 | $112,881+2.9% | $90,951+27.8% | $158,922-26.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.78% | 215.79%-209.0pp | 134.60%-127.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,654 | $2,893-42.8% | $2,122-22.0% | $4,761-65.3% |
| Participant deferral / active EE | $7,899 | $4,128+91.4% | $3,373+134.2% | $5,982+32.0% |
| Admin fee / account holder | $52 | $8,041-99.4% | $5,959-99.1% | $11,246-99.5% |