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 | $31,108 | $183,519-83.0% | $155,509-80.0% | $145,922-78.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 15.40% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,790 | $5,313-28.7% | $4,672-18.9% | $4,660-18.7% |
| Participant deferral / active EE | $1,918 | $6,462-70.3% | $5,626-65.9% | $6,688-71.3% |
| Admin fee / account holder | $295 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |