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 | $213,798 | $183,963+16.2% | $162,163+31.8% | $152,861+39.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.98% | 150.76%-121.8pp | 115.59%-86.6pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,583 | $6,371-59.5% | $5,614-54.0% | $4,762-45.8% |
| Participant deferral / active EE | $11,082 | $8,034+37.9% | $7,298+51.9% | $5,850+89.4% |
| Admin fee / account holder | $10 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |