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 | $54,557 | $144,119-62.1% | $117,854-53.7% | $147,584-63.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 18.81% | 531.15%-512.3pp | 335.08%-316.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,358 | $4,896-31.4% | $3,786-11.3% | $4,876-31.1% |
| Participant deferral / active EE | $7,176 | $5,316+35.0% | $4,482+60.1% | $5,439+31.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |