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 | $220,729 | $198,466+11.2% | $170,442+29.5% | $147,584+49.6% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 18.75% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,298 | $6,184-46.7% | $5,433-39.3% | $4,876-32.4% |
| Participant deferral / active EE | $5,197 | $5,629-7.7% | $4,939+5.2% | $5,439-4.4% |
| Admin fee / account holder | $252 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |