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 5-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 | $124,034 | $89,753+38.2% | $107,525+15.4% | $84,808+46.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.58% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $9,453 | $3,113+203.6% | $3,754+151.8% | $2,631+259.3% |
| Participant deferral / active EE | $11,657 | $4,056+187.4% | $5,116+127.9% | $4,212+176.8% |
| Admin fee / account holder | $68 | $7,222-99.1% | $8,919-99.2% | $7,344-99.1% |