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 | $116,454 | $98,750+17.9% | $149,696-22.2% | $79,858+45.8% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 16.11% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $6,154 | $3,216+91.3% | $4,644+32.5% | $2,471+149.0% |
| Participant deferral / active EE | $8,006 | $5,680+41.0% | $6,842+17.0% | $3,740+114.1% |
| Admin fee / account holder | $204 | $6,053-96.6% | $9,309-97.8% | $5,306-96.2% |