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 | $56,163 | $99,020-43.3% | $86,590-35.1% | $147,584-61.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 13.88% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,874 | $3,132-40.2% | $2,839-34.0% | $4,876-61.6% |
| Participant deferral / active EE | $4,923 | $3,972+23.9% | $3,609+36.4% | $5,439-9.5% |
| Admin fee / account holder | $227 | $5,710-96.0% | $4,906-95.4% | $10,885-97.9% |