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 | $144,985 | $177,572-18.4% | $154,803-6.3% | $142,382+1.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.29% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $11,841 | $4,810+146.2% | $4,305+175.0% | $4,299+175.4% |
| Participant deferral / active EE | $7,152 | $6,272+14.0% | $5,540+29.1% | $6,507+9.9% |
| Admin fee / account holder | $210 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |