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 | $226,858 | $99,877+127.1% | $84,966+167.0% | $145,922+55.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 17.28% | 83.76%-66.5pp | 66.38%-49.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,485 | $3,231-54.0% | $2,727-45.5% | $4,660-68.1% |
| Participant deferral / active EE | $8,656 | $5,291+63.6% | $4,519+91.5% | $6,688+29.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |