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 | $196,675 | $209,411-6.1% | $178,490+10.2% | $158,922+23.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.98% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,916 | $5,706-48.9% | $5,011-41.8% | $4,761-38.8% |
| Participant deferral / active EE | $9,740 | $5,954+63.6% | $5,202+87.2% | $5,982+62.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |