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 | $51,658 | $198,466-74.0% | $170,442-69.7% | $147,584-65.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.54% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,759 | $6,184-55.4% | $5,433-49.2% | $4,876-43.4% |
| Participant deferral / active EE | $5,163 | $5,629-8.3% | $4,939+4.5% | $5,439-5.1% |
| Admin fee / account holder | $137 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |