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 6-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 | $219,078 | $201,259+8.9% | $184,200+18.9% | $145,959+50.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 51.36% | 28.98%+22.4pp | 28.80%+22.6pp | 561.95%-510.6pp |
| Employer contribution / active EE | $15,936 | $7,018+127.1% | $6,424+148.1% | $4,661+241.9% |
| Participant deferral / active EE | $11,988 | $9,806+22.2% | $9,132+31.3% | $6,689+79.2% |
| Admin fee / account holder | $69 | $16,372-99.6% | $13,907-99.5% | $13,398-99.5% |