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 | $77,096 | $108,642-29.0% | $74,701+3.2% | $152,861-49.6% |
| Participation rate | 76.5% | 65.3%+11.1pp | 54.5%+22.0pp | 82.4%-6.0pp |
| Annual return | 17.08% | 114.06%-97.0pp | 752.92%-735.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,638 | $1,503+9.0% | $1,084+51.2% | $4,762-65.6% |
| Participant deferral / active EE | $5,420 | $2,712+99.8% | $1,964+176.0% | $5,850-7.3% |
| Admin fee / account holder | $75 | $4,902-98.5% | $3,333-97.7% | $11,596-99.4% |