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 | $57,963 | $157,256-63.1% | $141,162-58.9% | $152,861-62.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 16.46% | 64.32%-47.9pp | 71.39%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,760 | $5,261-66.5% | $4,735-62.8% | $4,762-63.0% |
| Participant deferral / active EE | $4,351 | $7,109-38.8% | $6,709-35.1% | $5,850-25.6% |
| Admin fee / account holder | $56 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |