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 | $134,152 | $85,202+57.5% | $172,739-22.3% | $72,985+83.8% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 25.57% | 27.32%-1.7pp | 802.84%-777.3pp | 81.00%-55.4pp |
| Employer contribution / active EE | $6,067 | $3,324+82.5% | $5,143+18.0% | $2,440+148.7% |
| Participant deferral / active EE | $7,526 | $3,260+130.9% | $5,198+44.8% | $3,607+108.6% |
| Admin fee / account holder | $170 | $5,884-97.1% | $13,954-98.8% | $5,124-96.7% |