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 | $175,123 | $102,966+70.1% | $90,281+94.0% | $152,861+14.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 22.08% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $10,349 | $3,139+229.7% | $2,854+262.5% | $4,762+117.3% |
| Participant deferral / active EE | $11,616 | $4,281+171.3% | $3,885+199.0% | $5,850+98.6% |
| Admin fee / account holder | $4 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |