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 | $54,552 | $105,998-48.5% | $92,233-40.9% | $147,584-63.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.57% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,662 | $4,333-38.6% | $3,679-27.7% | $4,876-45.4% |
| Participant deferral / active EE | $2,664 | $4,478-40.5% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $67 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |