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 | $167,402 | $111,754+49.8% | $103,333+62.0% | $145,922+14.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 13.15% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,712 | $4,212-11.9% | $3,868-4.0% | $4,660-20.3% |
| Participant deferral / active EE | $8,193 | $5,619+45.8% | $5,057+62.0% | $6,688+22.5% |
| Admin fee / account holder | $12 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |