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 | $112,374 | $74,888+50.1% | $71,209+57.8% | $142,382-21.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 15.24% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,622 | $2,854+61.9% | $2,721+69.9% | $4,299+7.5% |
| Participant deferral / active EE | $8,836 | $4,454+98.4% | $4,175+111.6% | $6,507+35.8% |
| Admin fee / account holder | $148 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |