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 | $244,645 | $209,411+16.8% | $178,490+37.1% | $158,922+53.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.48% | 188.75%-164.3pp | 151.07%-126.6pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,528 | $5,706-73.2% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $3,689 | $5,954-38.0% | $5,202-29.1% | $5,982-38.3% |
| Admin fee / account holder | $58 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |