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 | $54,502 | $165,912-67.2% | $122,332-55.4% | $147,584-63.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 16.44% | 34.55%-18.1pp | 30.27%-13.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,160 | $5,754-62.5% | $4,050-46.7% | $4,876-55.7% |
| Participant deferral / active EE | $3,768 | $4,005-5.9% | $3,287+14.6% | $5,439-30.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |