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 | $136,604 | $150,440-9.2% | $136,294+0.2% | $147,584-7.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.81% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,078 | $5,256-60.5% | $4,695-55.8% | $4,876-57.4% |
| Participant deferral / active EE | $5,527 | $6,630-16.6% | $6,247-11.5% | $5,439+1.6% |
| Admin fee / account holder | $178 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |