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 | $51,063 | $81,632-37.4% | $70,449-27.5% | $158,922-67.9% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 21.21% | 208.40%-187.2pp | 109.03%-87.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,679 | $3,217+14.3% | $2,737+34.4% | $4,761-22.7% |
| Participant deferral / active EE | $7,471 | $4,554+64.1% | $3,709+101.4% | $5,982+24.9% |
| Admin fee / account holder | $192 | $6,193-96.9% | $3,845-95.0% | $11,246-98.3% |