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 | $54,753 | $198,466-72.4% | $170,442-67.9% | $147,584-62.9% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 22.73% | 257.29%-234.6pp | 205.93%-183.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,765 | $6,184-71.5% | $5,433-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $3,135 | $5,629-44.3% | $4,939-36.5% | $5,439-42.4% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |