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 | $48,166 | $202,318-76.2% | $172,739-72.1% | $152,861-68.5% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 24.61% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,237 | $5,856-44.7% | $5,143-37.1% | $4,762-32.0% |
| Participant deferral / active EE | $6,193 | $5,948+4.1% | $5,198+19.2% | $5,850+5.9% |
| Admin fee / account holder | $193 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |