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 | $102,735 | $202,318-49.2% | $172,739-40.5% | $152,861-32.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 24.79% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,055 | $5,856-64.9% | $5,143-60.0% | $4,762-56.8% |
| Participant deferral / active EE | $4,622 | $5,948-22.3% | $5,198-11.1% | $5,850-21.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |