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 | $145,781 | $115,770+25.9% | $101,248+44.0% | $158,922-8.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 14.51% | 56.14%-41.6pp | 46.47%-32.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,111 | $4,175-73.4% | $3,660-69.6% | $4,761-76.7% |
| Participant deferral / active EE | $8,528 | $4,957+72.0% | $4,370+95.1% | $5,982+42.6% |
| Admin fee / account holder | $298 | $7,245-95.9% | $5,945-95.0% | $11,246-97.4% |