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 | $116,730 | $176,056-33.7% | $159,436-26.8% | $167,490-30.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.16% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $8,289 | $5,297+56.5% | $4,829+71.6% | $4,837+71.3% |
| Participant deferral / active EE | $13,556 | $7,750+74.9% | $7,352+84.4% | $6,341+113.8% |
| Admin fee / account holder | $105 | $12,554-99.2% | $10,799-99.0% | $12,309-99.1% |