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 | $148,235 | $214,378-30.9% | $200,582-26.1% | $142,382+4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.17% | 46.41%-23.2pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,990 | $6,841+2.2% | $6,419+8.9% | $4,299+62.6% |
| Participant deferral / active EE | $7,738 | $9,865-21.6% | $9,331-17.1% | $6,507+18.9% |
| Admin fee / account holder | $11 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |