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 | $153,772 | $135,952+13.1% | $123,892+24.1% | $273,961-43.9% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 10.28% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.2pp |
| Employer contribution / active EE | $11,422 | $5,170+120.9% | $4,617+147.4% | $4,869+134.6% |
| Participant deferral / active EE | $9,155 | $6,343+44.3% | $5,984+53.0% | $5,287+73.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |