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 | $178,329 | $106,584+67.3% | $101,326+76.0% | $142,382+25.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.51% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $9,366 | $3,956+136.8% | $3,665+155.5% | $4,299+117.9% |
| Participant deferral / active EE | $8,895 | $8,297+7.2% | $7,994+11.3% | $6,507+36.7% |
| Admin fee / account holder | $5 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |