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 | $28,678 | $88,751-67.7% | $81,812-64.9% | $145,922-80.3% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 27.83% | 1025.40%-997.6pp | 773.79%-746.0pp | 561.29%-533.5pp |
| Employer contribution / active EE | $2,413 | $3,083-21.8% | $2,912-17.2% | $4,660-48.2% |
| Participant deferral / active EE | $3,617 | $4,643-22.1% | $4,319-16.3% | $6,688-45.9% |
| Admin fee / account holder | $263 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |