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 | $177,786 | $127,777+39.1% | $106,548+66.9% | $167,490+6.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.48% | 33.87%-16.4pp | 26.80%-9.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $5,180 | $3,427+51.2% | $2,819+83.8% | $4,837+7.1% |
| Participant deferral / active EE | $8,984 | $5,087+76.6% | $4,398+104.3% | $6,341+41.7% |
| Admin fee / account holder | $60 | $11,228-99.5% | $7,407-99.2% | $12,309-99.5% |