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 | $160,902 | $107,334+49.9% | $92,893+73.2% | $152,861+5.3% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 17.92% | 145.58%-127.7pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $10,812 | $4,221+156.1% | $3,653+196.0% | $4,762+127.0% |
| Participant deferral / active EE | $5,006 | $4,845+3.3% | $4,236+18.2% | $5,850-14.4% |
| Admin fee / account holder | $18 | $7,079-99.8% | $5,794-99.7% | $11,596-99.8% |