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 | $194,343 | $165,335+17.5% | $149,696+29.8% | $158,922+22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.51% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $16,561 | $5,103+224.6% | $4,644+256.6% | $4,761+247.8% |
| Participant deferral / active EE | $18,720 | $7,181+160.7% | $6,842+173.6% | $5,982+212.9% |
| Admin fee / account holder | $96 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |