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 | $229,716 | $201,272+14.1% | $184,203+24.7% | $145,922+57.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.39% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,522 | $7,022-78.3% | $6,427-76.3% | $4,660-67.3% |
| Participant deferral / active EE | $12,735 | $9,806+29.9% | $9,131+39.5% | $6,688+90.4% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |