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 | $235,121 | $159,602+47.3% | $150,045+56.7% | $142,382+65.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 19.30% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,687 | $4,961-45.8% | $4,693-42.7% | $4,299-37.5% |
| Participant deferral / active EE | $14,862 | $8,310+78.8% | $7,997+85.8% | $6,507+128.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |