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 | $212,343 | $96,484+120.1% | $75,886+179.8% | $152,861+38.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.4%+7.6pp |
| Annual return | 22.49% | 33.98%-11.5pp | 30.76%-8.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $12,827 | $3,309+287.6% | $2,500+413.0% | $4,762+169.3% |
| Participant deferral / active EE | $10,867 | $4,553+138.7% | $3,603+201.6% | $5,850+85.7% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |