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 | $51,124 | $98,750-48.2% | $149,696-65.8% | $79,858-36.0% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 21.14% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,244 | $3,216-30.2% | $4,644-51.7% | $2,471-9.2% |
| Participant deferral / active EE | $6,267 | $5,680+10.3% | $6,842-8.4% | $3,740+67.6% |
| Admin fee / account holder | $68 | $6,053-98.9% | $9,309-99.3% | $5,306-98.7% |