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 | $84,733 | $198,466-57.3% | $170,442-50.3% | $147,584-42.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 25.21% | 257.29%-232.1pp | 205.93%-180.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $3,077 | $6,184-50.2% | $5,433-43.4% | $4,876-36.9% |
| Participant deferral / active EE | $11,266 | $5,629+100.1% | $4,939+128.1% | $5,439+107.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |