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 | $138,820 | $115,770+19.9% | $101,248+37.1% | $158,922-12.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 18.90% | 56.14%-37.2pp | 46.47%-27.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,689 | $4,175-59.5% | $3,660-53.8% | $4,761-64.5% |
| Participant deferral / active EE | $9,247 | $4,957+86.5% | $4,370+111.6% | $5,982+54.6% |
| Admin fee / account holder | $160 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |