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 | $56,542 | $104,907-46.1% | $84,611-33.2% | $152,861-63.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 26.82% | 373.79%-347.0pp | 258.74%-231.9pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,720 | $3,302-17.6% | $2,652+2.5% | $4,762-42.9% |
| Participant deferral / active EE | $7,878 | $4,688+68.1% | $3,899+102.1% | $5,850+34.7% |
| Admin fee / account holder | $68 | $6,241-98.9% | $4,912-98.6% | $11,596-99.4% |