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 | $40,585 | $84,696-52.1% | $75,696-46.4% | $167,490-75.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 20.86% | 199.36%-178.5pp | 104.53%-83.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $5,663 | $3,230+75.3% | $2,743+106.5% | $4,837+17.1% |
| Participant deferral / active EE | $6,032 | $4,580+31.7% | $3,821+57.8% | $6,341-4.9% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |