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 | $139,521 | $209,411-33.4% | $178,490-21.8% | $158,922-12.2% |
| Participation rate | 70.6% | 86.3%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 18.56% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $9,117 | $5,706+59.8% | $5,011+82.0% | $4,761+91.5% |
| Participant deferral / active EE | $5,631 | $5,954-5.4% | $5,202+8.2% | $5,982-5.9% |
| Admin fee / account holder | $130 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |