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 | $143,215 | $83,337+71.9% | $67,834+111.1% | $273,961-47.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.25% | 259.45%-251.2pp | 138.47%-130.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,668 | $3,287+133.3% | $2,403+219.0% | $4,869+57.5% |
| Participant deferral / active EE | $10,869 | $4,088+165.9% | $3,160+244.0% | $5,287+105.6% |
| Admin fee / account holder | $89 | $6,752-98.7% | $4,622-98.1% | $10,132-99.1% |