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 | $139,639 | $111,535+25.2% | $105,223+32.7% | $137,256+1.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.87% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,486 | $3,939-36.9% | $3,689-32.6% | $4,156-40.2% |
| Participant deferral / active EE | $12,392 | $5,500+125.3% | $5,072+144.3% | $6,407+93.4% |
| Admin fee / account holder | $95 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |