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 4-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 | $230,149 | $214,378+7.4% | $200,582+14.7% | $142,382+61.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.62% | 46.41%-15.8pp | 42.33%-11.7pp | 217.08%-186.5pp |
| Employer contribution / active EE | $5,077 | $6,841-25.8% | $6,419-20.9% | $4,299+18.1% |
| Participant deferral / active EE | $12,889 | $9,865+30.7% | $9,331+38.1% | $6,507+98.1% |
| Admin fee / account holder | $19 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |