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 | $87,906 | $202,318-56.6% | $172,739-49.1% | $152,861-42.5% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 20.97% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,603 | $5,856-55.6% | $5,143-49.4% | $4,762-45.4% |
| Participant deferral / active EE | $2,791 | $5,948-53.1% | $5,198-46.3% | $5,850-52.3% |
| Admin fee / account holder | $208 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |