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 | $178,999 | $106,584+67.9% | $101,326+76.7% | $142,382+25.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.54% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,306 | $3,956+34.1% | $3,665+44.8% | $4,299+23.4% |
| Participant deferral / active EE | $10,580 | $8,297+27.5% | $7,994+32.4% | $6,507+62.6% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |