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 | $63,542 | $85,766-25.9% | $136,294-53.4% | $70,131-9.4% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 19.72% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,508 | $2,966-15.4% | $4,695-46.6% | $2,342+7.1% |
| Participant deferral / active EE | $6,052 | $5,051+19.8% | $6,247-3.1% | $3,332+81.6% |
| Admin fee / account holder | $7 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |