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 | $48,848 | $198,466-75.4% | $170,442-71.3% | $147,584-66.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.37% | 257.29%-236.9pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $16,917 | $6,184+173.6% | $5,433+211.4% | $4,876+246.9% |
| Participant deferral / active EE | $3,000 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |