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 | $83,758 | $107,934-22.4% | $91,989-8.9% | $152,861-45.2% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 28.45% | 89.24%-60.8pp | 69.02%-40.6pp | 345.32%-316.9pp |
| Employer contribution / active EE | $10,268 | $4,210+143.9% | $3,452+197.5% | $4,762+115.6% |
| Participant deferral / active EE | $11,549 | $6,364+81.5% | $5,923+95.0% | $5,850+97.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |