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 | $52,393 | $118,680-55.9% | $98,907-47.0% | $158,922-67.0% |
| Participation rate | 92.9% | 77.8%+15.0pp | 76.0%+16.8pp | 82.0%+10.9pp |
| Annual return | 16.21% | 372.35%-356.1pp | 196.43%-180.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,749 | $3,333-47.5% | $2,689-34.9% | $4,761-63.3% |
| Participant deferral / active EE | $5,414 | $5,088+6.4% | $4,244+27.6% | $5,982-9.5% |
| Admin fee / account holder | $291 | $10,131-97.1% | $6,642-95.6% | $11,246-97.4% |