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 | $61,375 | $107,334-42.8% | $92,893-33.9% | $152,861-59.8% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 23.30% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,751 | $4,221+36.2% | $3,653+57.4% | $4,762+20.8% |
| Participant deferral / active EE | $2,843 | $4,845-41.3% | $4,236-32.9% | $5,850-51.4% |
| Admin fee / account holder | $144 | $7,079-98.0% | $5,794-97.5% | $11,596-98.8% |