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 | $186,073 | $108,919+70.8% | $100,391+85.3% | $145,922+27.5% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 14.27% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,733 | $4,419-15.5% | $3,942-5.3% | $4,660-19.9% |
| Participant deferral / active EE | $8,534 | $8,445+1.1% | $8,082+5.6% | $6,688+27.6% |
| Admin fee / account holder | $10 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |