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 5-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 | $125,020 | $159,602-21.7% | $150,045-16.7% | $142,382-12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.75% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $15,641 | $4,961+215.3% | $4,693+233.3% | $4,299+263.8% |
| Participant deferral / active EE | $8,054 | $8,310-3.1% | $7,997+0.7% | $6,507+23.8% |
| Admin fee / account holder | $263 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |