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 | $113,908 | $210,648-45.9% | $177,989-36.0% | $145,922-21.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.01% | 385.86%-371.8pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $6,090 | $4,565+33.4% | $3,949+54.2% | $4,660+30.7% |
| Participant deferral / active EE | $15,757 | $6,958+126.5% | $6,276+151.1% | $6,688+135.6% |
| Admin fee / account holder | $149 | $12,013-98.8% | $10,363-98.6% | $13,397-98.9% |