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 | $109,609 | $99,020+10.7% | $86,590+26.6% | $147,584-25.7% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 15.52% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $6,623 | $3,132+111.5% | $2,839+133.2% | $4,876+35.8% |
| Participant deferral / active EE | $5,452 | $3,972+37.3% | $3,609+51.1% | $5,439+0.3% |
| Admin fee / account holder | $87 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |