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 | $197,975 | $110,261+79.6% | $95,745+106.8% | $139,434+42.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.74% | 27.11%-12.4pp | 28.35%-13.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,565 | $3,257-51.9% | $2,835-44.8% | $4,751-67.1% |
| Participant deferral / active EE | $9,352 | $4,676+100.0% | $4,245+120.3% | $6,710+39.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |