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 | $139,844 | $217,402-35.7% | $185,823-24.7% | $167,490-16.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.54% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $7,437 | $5,873+26.6% | $5,167+43.9% | $4,837+53.7% |
| Participant deferral / active EE | $8,800 | $6,356+38.4% | $5,568+58.1% | $6,341+38.8% |
| Admin fee / account holder | $89 | $19,811-99.5% | $16,237-99.5% | $12,309-99.3% |