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 | $49,530 | $165,584-70.1% | $142,942-65.3% | $137,256-63.9% |
| Participation rate | 83.3% | 80.1%+3.3pp | 76.8%+6.5pp | 80.0%+3.4pp |
| Annual return | 18.21% | 164.22%-146.0pp | 113.70%-95.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,624 | $4,725-44.5% | $4,139-36.6% | $4,156-36.9% |
| Participant deferral / active EE | $5,597 | $8,194-31.7% | $7,128-21.5% | $6,407-12.6% |
| Admin fee / account holder | $247 | $16,167-98.5% | $12,475-98.0% | $12,270-98.0% |