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 | $145,282 | $226,064-35.7% | $182,532-20.4% | $152,861-5.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.87% | 192.51%-168.6pp | 148.54%-124.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $4,425 | $4,978-11.1% | $4,076+8.6% | $4,762-7.1% |
| Participant deferral / active EE | $13,500 | $6,368+112.0% | $5,524+144.4% | $5,850+130.8% |
| Admin fee / account holder | $216 | $10,703-98.0% | $8,592-97.5% | $11,596-98.1% |