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 | $171,662 | $105,998+61.9% | $92,233+86.1% | $147,584+16.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.03% | 50.05%-30.0pp | 176.28%-156.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,201 | $4,333-26.1% | $3,679-13.0% | $4,876-34.4% |
| Participant deferral / active EE | $13,147 | $4,478+193.6% | $3,897+237.4% | $5,439+141.7% |
| Admin fee / account holder | $142 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |