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 | $21,243 | $73,515-71.1% | $62,995-66.3% | $147,584-85.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 24.02% | 175.43%-151.4pp | 87.57%-63.5pp | 578.55%-554.5pp |
| Employer contribution / active EE | $4,572 | $3,320+37.7% | $2,759+65.7% | $4,876-6.3% |
| Participant deferral / active EE | $12,528 | $4,185+199.4% | $3,329+276.3% | $5,439+130.4% |
| Admin fee / account holder | $184 | $5,953-96.9% | $3,600-94.9% | $10,885-98.3% |