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 | $238,624 | $74,888+218.6% | $71,209+235.1% | $142,382+67.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.95% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $10,007 | $2,854+250.6% | $2,721+267.8% | $4,299+132.8% |
| Participant deferral / active EE | $16,539 | $4,454+271.3% | $4,175+296.1% | $6,507+154.2% |
| Admin fee / account holder | $195 | $5,568-96.5% | $5,349-96.3% | $12,624-98.5% |