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 | $157,395 | $115,770+36.0% | $101,248+55.5% | $158,922-1.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 18.98% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,948 | $4,175-29.4% | $3,660-19.5% | $4,761-38.1% |
| Participant deferral / active EE | $9,287 | $4,957+87.3% | $4,370+112.5% | $5,982+55.3% |
| Admin fee / account holder | $123 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |