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 | $204,236 | $153,772+32.8% | $133,980+52.4% | $273,961-25.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 27.36% | 36.51%-9.2pp | 29.30%-1.9pp | 41.45%-14.1pp |
| Employer contribution / active EE | $10,406 | $6,029+72.6% | $5,211+99.7% | $4,869+113.7% |
| Participant deferral / active EE | $13,980 | $6,958+100.9% | $6,282+122.5% | $5,287+164.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |