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 | $172,836 | $109,817+57.4% | $98,442+75.6% | $167,490+3.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 21.70% | 1956.69%-1935.0pp | 1492.73%-1471.0pp | 478.56%-456.9pp |
| Employer contribution / active EE | $7,500 | $3,224+132.6% | $2,960+153.4% | $4,837+55.0% |
| Participant deferral / active EE | $3,661 | $4,673-21.7% | $4,276-14.4% | $6,341-42.3% |
| Admin fee / account holder | $3 | $6,753-100.0% | $5,949-99.9% | $12,309-100.0% |