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 5-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 | $45,052 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.48% | 98.13%-84.6pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,846 | $5,286-65.1% | $4,933-62.6% | $4,660-60.4% |
| Participant deferral / active EE | $3,348 | $8,428-60.3% | $8,070-58.5% | $6,688-49.9% |
| Admin fee / account holder | $260 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |