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 | $170,098 | $115,770+46.9% | $101,248+68.0% | $158,922+7.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 15.61% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,200 | $4,175-47.3% | $3,660-39.9% | $4,761-53.8% |
| Participant deferral / active EE | $6,041 | $4,957+21.9% | $4,370+38.2% | $5,982+1.0% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |