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 | $228,852 | $209,832+9.1% | $189,513+20.8% | $167,490+36.6% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 12.81% | 748.27%-735.5pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $14,084 | $6,914+103.7% | $6,162+128.6% | $4,837+191.1% |
| Participant deferral / active EE | $7,633 | $8,935-14.6% | $8,221-7.2% | $6,341+20.4% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |