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 | $60,815 | $106,890-43.1% | $84,015-27.6% | $152,861-60.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 23.65% | 104.99%-81.3pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,243 | $2,734-18.0% | $1,983+13.1% | $4,762-52.9% |
| Participant deferral / active EE | $6,378 | $4,011+59.0% | $3,239+96.9% | $5,850+9.0% |
| Admin fee / account holder | $6 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |