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 | $180,820 | $106,890+69.2% | $84,015+115.2% | $152,861+18.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 22.47% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,744 | $2,734-36.2% | $1,983-12.1% | $4,762-63.4% |
| Participant deferral / active EE | $9,327 | $4,011+132.5% | $3,239+188.0% | $5,850+59.4% |
| Admin fee / account holder | $70 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |