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 3-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 | $229,372 | $106,515+115.3% | $96,683+137.2% | $139,434+64.5% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 11.55% | 38.43%-26.9pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $4,371 | $4,103+6.5% | $3,737+17.0% | $4,751-8.0% |
| Participant deferral / active EE | $13,232 | $5,454+142.6% | $4,878+171.2% | $6,710+97.2% |
| Admin fee / account holder | $193 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |