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 | $248,440 | $99,652+149.3% | $78,778+215.4% | $147,584+68.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 15.20% | 47.28%-32.1pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,828 | $2,796+36.9% | $1,986+92.8% | $4,876-21.5% |
| Participant deferral / active EE | $10,951 | $3,664+198.9% | $2,958+270.2% | $5,439+101.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |