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 | $151,581 | $91,037+66.5% | $71,671+111.5% | $147,584+2.7% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 16.49% | 20.48%-4.0pp | 20.65%-4.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,109 | $3,327+23.5% | $2,460+67.0% | $4,876-15.7% |
| Participant deferral / active EE | $6,967 | $4,498+54.9% | $3,438+102.7% | $5,439+28.1% |
| Admin fee / account holder | $189 | $8,613-97.8% | $5,558-96.6% | $10,885-98.3% |