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 | $83,110 | $72,400+14.8% | $67,502+23.1% | $145,922-43.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.65% | 7182.46%-7164.8pp | 3512.12%-3494.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,669 | $3,069-13.1% | $2,731-2.3% | $4,660-42.7% |
| Participant deferral / active EE | $6,894 | $4,783+44.1% | $4,000+72.3% | $6,688+3.1% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |