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 | $174,225 | $94,338+84.7% | $100,534+73.3% | $142,382+22.4% |
| Participation rate | 76.9% | 81.7%-4.8pp | 80.6%-3.7pp | 80.1%-3.2pp |
| Annual return | 17.63% | 29.20%-11.6pp | 32.66%-15.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,189 | $4,237-48.3% | $4,346-49.6% | $4,299-49.1% |
| Participant deferral / active EE | $4,388 | $5,934-26.1% | $6,144-28.6% | $6,507-32.6% |
| Admin fee / account holder | $147 | $8,421-98.3% | $7,654-98.1% | $12,624-98.8% |