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 | $46,709 | $183,963-74.6% | $162,163-71.2% | $152,861-69.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 36.32% | 150.76%-114.4pp | 115.59%-79.3pp | 345.32%-309.0pp |
| Employer contribution / active EE | $2,499 | $6,371-60.8% | $5,614-55.5% | $4,762-47.5% |
| Participant deferral / active EE | $5,816 | $8,034-27.6% | $7,298-20.3% | $5,850-0.6% |
| Admin fee / account holder | $19 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |