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 | $214,199 | $148,534+44.2% | $135,903+57.6% | $139,434+53.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.46% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,813 | $5,243-46.3% | $4,856-42.1% | $4,751-40.8% |
| Participant deferral / active EE | $12,317 | $8,100+52.1% | $7,758+58.8% | $6,710+83.6% |
| Admin fee / account holder | $189 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |