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 | $158,254 | $133,958+18.1% | $112,228+41.0% | $134,475+17.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.36% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,195 | $4,038-45.6% | $3,635-39.6% | $4,740-53.7% |
| Participant deferral / active EE | $9,000 | $5,291+70.1% | $4,728+90.4% | $6,400+40.6% |
| Admin fee / account holder | $220 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |