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 | $140,315 | $165,335-15.1% | $149,696-6.3% | $158,922-11.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.82% | 348.15%-325.3pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,838 | $5,103-24.8% | $4,644-17.4% | $4,761-19.4% |
| Participant deferral / active EE | $18,983 | $7,181+164.3% | $6,842+177.5% | $5,982+217.3% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |