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 | $218,214 | $118,427+84.3% | $66,042+230.4% | $142,382+53.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.93% | 35.57%-18.6pp | 52.11%-35.2pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,764 | $2,570-31.4% | $1,579+11.7% | $4,299-59.0% |
| Participant deferral / active EE | $8,967 | $4,311+108.0% | $2,835+216.3% | $6,507+37.8% |
| Admin fee / account holder | $40 | $9,593-99.6% | $5,747-99.3% | $12,624-99.7% |