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 | $41,954 | $176,056-76.2% | $159,436-73.7% | $167,490-75.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 39.16% | 331.75%-292.6pp | 263.57%-224.4pp | 478.56%-439.4pp |
| Employer contribution / active EE | $3,725 | $5,297-29.7% | $4,829-22.9% | $4,837-23.0% |
| Participant deferral / active EE | $6,469 | $7,750-16.5% | $7,352-12.0% | $6,341+2.0% |
| Admin fee / account holder | $265 | $12,554-97.9% | $10,799-97.5% | $12,309-97.8% |