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 | $225,739 | $117,841+91.6% | $102,423+120.4% | $145,922+54.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 31.65%-20.5pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,995 | $3,615-17.1% | $3,023-0.9% | $4,660-35.7% |
| Participant deferral / active EE | $9,258 | $5,731+61.5% | $5,053+83.2% | $6,688+38.4% |
| Admin fee / account holder | -$10 | $13,326-100.1% | $9,451-100.1% | $13,397-100.1% |