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 | $179,566 | $176,812+1.6% | $146,665+22.4% | $167,490+7.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.65% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $10,902 | $5,160+111.3% | $4,136+163.6% | $4,837+125.4% |
| Participant deferral / active EE | $6,185 | $6,440-4.0% | $5,506+12.3% | $6,341-2.5% |
| Admin fee / account holder | $199 | $13,259-98.5% | $10,280-98.1% | $12,309-98.4% |