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 | $231,561 | $153,772+50.6% | $133,980+72.8% | $273,961-15.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.95% | 36.51%-29.6pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $21,776 | $6,029+261.2% | $5,211+317.9% | $4,869+347.3% |
| Participant deferral / active EE | $18,857 | $6,958+171.0% | $6,282+200.2% | $5,287+256.7% |
| Admin fee / account holder | $28 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |