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 | $248,402 | $209,832+18.4% | $189,513+31.1% | $167,490+48.3% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 18.69% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,275 | $6,914-52.6% | $6,162-46.9% | $4,837-32.3% |
| Participant deferral / active EE | $8,833 | $8,935-1.1% | $8,221+7.4% | $6,341+39.3% |
| Admin fee / account holder | $24 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |