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 | $149,960 | $114,381+31.1% | $107,525+39.5% | $142,382+5.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.30% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,960 | $4,015+98.3% | $3,754+112.1% | $4,299+85.2% |
| Participant deferral / active EE | $4,584 | $5,564-17.6% | $5,116-10.4% | $6,507-29.6% |
| Admin fee / account holder | $12 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |