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 | $164,083 | $179,726-8.7% | $156,263+5.0% | $142,382+15.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 20.87% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,170 | $5,069-37.5% | $4,333-26.8% | $4,299-26.3% |
| Participant deferral / active EE | $6,116 | $6,956-12.1% | $6,158-0.7% | $6,507-6.0% |
| Admin fee / account holder | $38 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |