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 | $235,667 | $99,918+135.9% | $81,382+189.6% | $145,922+61.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.82% | 34.32%-18.5pp | 24.73%-8.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,942 | $2,978+32.4% | $2,463+60.0% | $4,660-15.4% |
| Participant deferral / active EE | $6,575 | $4,605+42.8% | $3,883+69.3% | $6,688-1.7% |
| Admin fee / account holder | $1 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |