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 | $39,771 | $157,256-74.7% | $141,162-71.8% | $152,861-74.0% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 24.65% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,723 | $5,261-10.2% | $4,735-0.2% | $4,762-0.8% |
| Participant deferral / active EE | $2,896 | $7,109-59.3% | $6,709-56.8% | $5,850-50.5% |
| Admin fee / account holder | $105 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |