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 | $154,495 | $116,175+33.0% | $93,606+65.0% | $152,861+1.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 28.24% | 35.96%-7.7pp | 32.76%-4.5pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,043 | $3,218-36.5% | $2,718-24.8% | $4,762-57.1% |
| Participant deferral / active EE | $6,200 | $4,603+34.7% | $4,069+52.4% | $5,850+6.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |