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 | $220,791 | $165,912+33.1% | $122,332+80.5% | $147,584+49.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 18.90% | 34.55%-15.7pp | 30.27%-11.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,219 | $5,754-61.4% | $4,050-45.2% | $4,876-54.5% |
| Participant deferral / active EE | $6,985 | $4,005+74.4% | $3,287+112.5% | $5,439+28.4% |
| Admin fee / account holder | $5 | $7,424-99.9% | $5,478-99.9% | $10,885-100.0% |