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 | $124,642 | $165,335-24.6% | $149,696-16.7% | $158,922-21.6% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 13.81% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,926 | $5,103-3.5% | $4,644+6.1% | $4,761+3.5% |
| Participant deferral / active EE | $10,950 | $7,181+52.5% | $6,842+60.1% | $5,982+83.1% |
| Admin fee / account holder | $160 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |