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 | $190,202 | $77,899+144.2% | $149,673+27.1% | $75,163+153.1% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 16.00% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,723 | $3,137-13.2% | $4,818-43.5% | $2,670+2.0% |
| Participant deferral / active EE | $6,262 | $3,411+83.6% | $5,680+10.3% | $4,125+51.8% |
| Admin fee / account holder | $160 | $5,956-97.3% | $13,210-98.8% | $5,651-97.2% |