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 | $212,237 | $117,381+80.8% | $99,443+113.4% | $152,861+38.8% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 27.14% | 31.87%-4.7pp | 30.72%-3.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,149 | $3,013+4.5% | $2,540+24.0% | $4,762-33.9% |
| Participant deferral / active EE | $10,820 | $4,086+164.8% | $3,619+199.0% | $5,850+84.9% |
| Admin fee / account holder | $234 | $7,631-96.9% | $6,250-96.3% | $11,596-98.0% |