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 | $130,112 | $198,466-34.4% | $170,442-23.7% | $147,584-11.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.33% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $11,159 | $6,184+80.5% | $5,433+105.4% | $4,876+128.8% |
| Participant deferral / active EE | $7,470 | $5,629+32.7% | $4,939+51.2% | $5,439+37.3% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |