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 | $181,019 | $209,411-13.6% | $178,490+1.4% | $158,922+13.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.37% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,844 | $5,706+2.4% | $5,011+16.6% | $4,761+22.7% |
| Participant deferral / active EE | $5,367 | $5,954-9.9% | $5,202+3.2% | $5,982-10.3% |
| Admin fee / account holder | $187 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |