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 | $52,077 | $183,963-71.7% | $162,163-67.9% | $152,861-65.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 22.78% | 150.76%-128.0pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,014 | $6,371-52.7% | $5,614-46.3% | $4,762-36.7% |
| Participant deferral / active EE | $6,598 | $8,034-17.9% | $7,298-9.6% | $5,850+12.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |