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 | $134,400 | $202,318-33.6% | $172,739-22.2% | $152,861-12.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.51% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,082 | $5,856-64.4% | $5,143-59.5% | $4,762-56.3% |
| Participant deferral / active EE | $3,563 | $5,948-40.1% | $5,198-31.5% | $5,850-39.1% |
| Admin fee / account holder | $152 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |