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 8-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 | $121,402 | $96,635+25.6% | $86,612+40.2% | $139,434-12.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 12.59% | 106.41%-93.8pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,884 | $3,263-11.6% | $3,022-4.6% | $4,751-39.3% |
| Participant deferral / active EE | $5,426 | $4,836+12.2% | $4,438+22.3% | $6,710-19.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |