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 | $194,858 | $80,717+141.4% | $154,803+25.9% | $84,808+129.8% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 16.46% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,005 | $2,761+45.1% | $4,305-7.0% | $2,631+52.2% |
| Participant deferral / active EE | $5,861 | $3,303+77.4% | $5,540+5.8% | $4,212+39.2% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |