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 | $68,619 | $85,766-20.0% | $136,294-49.7% | $70,131-2.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 35.78% | 31.45%+4.3pp | 5155.94%-5120.2pp | 73.14%-37.4pp |
| Employer contribution / active EE | $10,428 | $2,966+251.6% | $4,695+122.1% | $2,342+345.2% |
| Participant deferral / active EE | $9,264 | $5,051+83.4% | $6,247+48.3% | $3,332+178.1% |
| Admin fee / account holder | $131 | $5,420-97.6% | $9,243-98.6% | $4,645-97.2% |