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 | $172,278 | $52,580+227.7% | $71,671+140.4% | $70,131+145.7% |
| Participation rate | 91.7% | 60.9%+30.8pp | 68.7%+22.9pp | 69.5%+22.1pp |
| Annual return | 15.07% | 20.25%-5.2pp | 20.65%-5.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $6,832 | $1,616+322.8% | $2,460+177.7% | $2,342+191.7% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $120 | $3,653-96.7% | $5,558-97.8% | $4,645-97.4% |