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 | $128,593 | $198,466-35.2% | $170,442-24.6% | $147,584-12.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 36.35% | 257.29%-220.9pp | 205.93%-169.6pp | 578.55%-542.2pp |
| Employer contribution / active EE | $12,150 | $6,184+96.5% | $5,433+123.6% | $4,876+149.2% |
| Participant deferral / active EE | $15,300 | $5,629+171.8% | $4,939+209.7% | $5,439+181.3% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |