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 | $206,648 | $111,754+84.9% | $103,333+100.0% | $145,922+41.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 17.43% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,452 | $4,212-41.8% | $3,868-36.6% | $4,660-47.4% |
| Participant deferral / active EE | $11,151 | $5,619+98.5% | $5,057+120.5% | $6,688+66.7% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |