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 | $122,283 | $148,534-17.7% | $135,903-10.0% | $139,434-12.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.24% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,995 | $5,243-61.9% | $4,856-58.9% | $4,751-58.0% |
| Participant deferral / active EE | $4,198 | $8,100-48.2% | $7,758-45.9% | $6,710-37.4% |
| Admin fee / account holder | $128 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |