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 | $150,171 | $214,378-30.0% | $200,582-25.1% | $142,382+5.5% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 15.01% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $13,731 | $6,841+100.7% | $6,419+113.9% | $4,299+219.4% |
| Participant deferral / active EE | $14,523 | $9,865+47.2% | $9,331+55.6% | $6,507+123.2% |
| Admin fee / account holder | $27 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |