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 | $198,666 | $106,890+85.9% | $84,015+136.5% | $152,861+30.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 17.91% | 104.99%-87.1pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $4,877 | $2,734+78.4% | $1,983+145.9% | $4,762+2.4% |
| Participant deferral / active EE | $2,144 | $4,011-46.6% | $3,239-33.8% | $5,850-63.4% |
| Admin fee / account holder | $150 | $8,285-98.2% | $6,101-97.5% | $11,596-98.7% |