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 | $75,047 | $98,750-24.0% | $149,696-49.9% | $79,858-6.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.45% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,150 | $3,216+29.0% | $4,644-10.7% | $2,471+67.9% |
| Participant deferral / active EE | $6,758 | $5,680+19.0% | $6,842-1.2% | $3,740+80.7% |
| Admin fee / account holder | $241 | $6,053-96.0% | $9,309-97.4% | $5,306-95.5% |