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 | $165,884 | $209,411-20.8% | $178,490-7.1% | $158,922+4.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.17% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $5,946 | $5,706+4.2% | $5,011+18.7% | $4,761+24.9% |
| Participant deferral / active EE | $6,158 | $5,954+3.4% | $5,202+18.4% | $5,982+2.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |