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 | $235,666 | $197,591+19.3% | $177,821+32.5% | $158,922+48.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.42% | 58.76%-40.3pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $14,708 | $6,697+119.6% | $5,918+148.5% | $4,761+208.9% |
| Participant deferral / active EE | $10,710 | $8,405+27.4% | $7,714+38.8% | $5,982+79.0% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |