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 | $105,704 | $99,020+6.8% | $86,590+22.1% | $147,584-28.4% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 20.25% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,328 | $3,132-25.7% | $2,839-18.0% | $4,876-52.3% |
| Participant deferral / active EE | $8,204 | $3,972+106.5% | $3,609+127.3% | $5,439+50.8% |
| Admin fee / account holder | $19 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |