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 | $55,517 | $159,602-65.2% | $150,045-63.0% | $142,382-61.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 17.11% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,624 | $4,961-47.1% | $4,693-44.1% | $4,299-39.0% |
| Participant deferral / active EE | $4,500 | $8,310-45.9% | $7,997-43.7% | $6,507-30.9% |
| Admin fee / account holder | $187 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |