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 | $233,808 | $146,267+59.9% | $197,124+18.6% | $82,448+183.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 86.7%-8.9pp | 68.1%+9.7pp |
| Annual return | 17.31% | 29.61%-12.3pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $9,702 | $4,723+105.4% | $6,227+55.8% | $2,551+280.3% |
| Participant deferral / active EE | $15,487 | $7,035+120.2% | $9,135+69.5% | $4,139+274.2% |
| Admin fee / account holder | $13 | $14,422-99.9% | $16,298-99.9% | $7,234-99.8% |