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 | $80,879 | $165,335-51.1% | $149,696-46.0% | $158,922-49.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 16.40% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,714 | $5,103-46.8% | $4,644-41.6% | $4,761-43.0% |
| Participant deferral / active EE | $6,920 | $7,181-3.6% | $6,842+1.1% | $5,982+15.7% |
| Admin fee / account holder | $68 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |