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 | $47,224 | $109,817-57.0% | $98,442-52.0% | $167,490-71.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 17.48% | 1956.69%-1939.2pp | 1492.73%-1475.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,502 | $3,224-22.4% | $2,960-15.5% | $4,837-48.3% |
| Participant deferral / active EE | $3,074 | $4,673-34.2% | $4,276-28.1% | $6,341-51.5% |
| Admin fee / account holder | $99 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |