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 | $64,391 | $138,065-53.4% | $123,544-47.9% | $135,375-52.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 1.52% | 153.68%-152.2pp | 119.20%-117.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $1,884 | $5,151-63.4% | $4,628-59.3% | $4,779-60.6% |
| Participant deferral / active EE | $6,124 | $6,799-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $272 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |