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 | $31,782 | $85,766-62.9% | $136,294-76.7% | $70,131-54.7% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 21.96% | 31.45%-9.5pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $5,835 | $2,966+96.7% | $4,695+24.3% | $2,342+149.1% |
| Participant deferral / active EE | $4,170 | $5,051-17.4% | $6,247-33.2% | $3,332+25.2% |
| Admin fee / account holder | $194 | $5,420-96.4% | $9,243-97.9% | $4,645-95.8% |