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 | $108,568 | $209,411-48.2% | $178,490-39.2% | $158,922-31.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.98% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $10,713 | $5,706+87.7% | $5,011+113.8% | $4,761+125.0% |
| Participant deferral / active EE | $8,427 | $5,954+41.5% | $5,202+62.0% | $5,982+40.9% |
| Admin fee / account holder | $290 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |