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 | $64,313 | $202,318-68.2% | $172,739-62.8% | $152,861-57.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 13.49% | 1029.65%-1016.2pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,333 | $5,856-60.2% | $5,143-54.6% | $4,762-51.0% |
| Participant deferral / active EE | $6,067 | $5,948+2.0% | $5,198+16.7% | $5,850+3.7% |
| Admin fee / account holder | $295 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |