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 | $88,717 | $168,632-47.4% | $147,614-39.9% | $125,391-29.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.18% | 77.65%-76.5pp | 61.98%-60.8pp | 282.22%-281.0pp |
| Employer contribution / active EE | $3,054 | $6,252-51.2% | $5,564-45.1% | $4,866-37.2% |
| Participant deferral / active EE | $9,600 | $5,507+74.3% | $4,895+96.1% | $5,352+79.4% |
| Admin fee / account holder | $173 | $13,580-98.7% | $11,611-98.5% | $9,540-98.2% |