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 | $45,409 | $150,440-69.8% | $136,294-66.7% | $147,584-69.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.29% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,240 | $5,256-57.4% | $4,695-52.3% | $4,876-54.1% |
| Participant deferral / active EE | $6,255 | $6,630-5.7% | $6,247+0.1% | $5,439+15.0% |
| Admin fee / account holder | $135 | $10,905-98.8% | $9,243-98.5% | $10,885-98.8% |