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 | $124,315 | $107,334+15.8% | $92,893+33.8% | $152,861-18.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.67% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $8,796 | $4,221+108.4% | $3,653+140.8% | $4,762+84.7% |
| Participant deferral / active EE | $8,555 | $4,845+76.6% | $4,236+101.9% | $5,850+46.2% |
| Admin fee / account holder | $235 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |