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 | $133,725 | $94,752+41.1% | $112,887+18.5% | $139,434-4.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.25% | 40.88%-24.6pp | 34.10%-17.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,000 | $4,625-35.1% | $4,563-34.3% | $4,751-36.9% |
| Participant deferral / active EE | $12,037 | $6,512+84.8% | $6,513+84.8% | $6,710+79.4% |
| Admin fee / account holder | $51 | $8,527-99.4% | $7,047-99.3% | $11,403-99.6% |