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 | $207,942 | $176,812+17.6% | $146,665+41.8% | $167,490+24.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.66% | 24.03%-8.4pp | 22.74%-7.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,817 | $5,160-64.8% | $4,136-56.1% | $4,837-62.4% |
| Participant deferral / active EE | $8,474 | $6,440+31.6% | $5,506+53.9% | $6,341+33.6% |
| Admin fee / account holder | $3 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |