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 | $71,172 | $176,056-59.6% | $159,436-55.4% | $167,490-57.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.58% | 331.75%-312.2pp | 263.57%-244.0pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,274 | $5,297-57.1% | $4,829-52.9% | $4,837-53.0% |
| Participant deferral / active EE | $11,436 | $7,750+47.6% | $7,352+55.6% | $6,341+80.3% |
| Admin fee / account holder | $155 | $12,554-98.8% | $10,799-98.6% | $12,309-98.7% |