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 | $38,654 | $90,503-57.3% | $78,689-50.9% | $273,961-85.9% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 2445.47% | 75.60%+2369.9pp | 62.18%+2383.3pp | 41.45%+2404.0pp |
| Employer contribution / active EE | $2,952 | $3,176-7.0% | $2,851+3.6% | $4,869-39.4% |
| Participant deferral / active EE | $2,757 | $3,901-29.3% | $3,517-21.6% | $5,287-47.9% |
| Admin fee / account holder | $240 | $5,263-95.4% | $4,510-94.7% | $10,132-97.6% |