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 | $177,452 | $165,335+7.3% | $149,696+18.5% | $158,922+11.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.00% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,199 | $5,103-37.3% | $4,644-31.1% | $4,761-32.8% |
| Participant deferral / active EE | $13,958 | $7,181+94.4% | $6,842+104.0% | $5,982+133.3% |
| Admin fee / account holder | $262 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |