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 | $189,894 | $99,918+90.1% | $81,382+133.3% | $145,922+30.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.62% | 34.32%-19.7pp | 24.73%-10.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $6,336 | $2,978+112.8% | $2,463+157.3% | $4,660+36.0% |
| Participant deferral / active EE | $11,350 | $4,605+146.5% | $3,883+192.3% | $6,688+69.7% |
| Admin fee / account holder | $122 | $8,212-98.5% | $5,768-97.9% | $13,397-99.1% |