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 | $179,700 | $177,572+1.2% | $154,803+16.1% | $142,382+26.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.84% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $9,352 | $4,810+94.4% | $4,305+117.2% | $4,299+117.5% |
| Participant deferral / active EE | $5,130 | $6,272-18.2% | $5,540-7.4% | $6,507-21.2% |
| Admin fee / account holder | $62 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |