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 | $62,137 | $138,065-55.0% | $123,544-49.7% | $135,375-54.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.56% | 153.68%-146.1pp | 119.20%-111.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $1,927 | $5,151-62.6% | $4,628-58.4% | $4,779-59.7% |
| Participant deferral / active EE | $7,091 | $6,799+4.3% | $6,426+10.4% | $5,609+26.4% |
| Admin fee / account holder | $185 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |