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 | $75,858 | $97,757-22.4% | $83,848-9.5% | $135,375-44.0% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | 6.41% | 1287.37%-1281.0pp | 850.88%-844.5pp | 519.73%-513.3pp |
| Employer contribution / active EE | $6,953 | $4,222+64.7% | $3,631+91.5% | $4,779+45.5% |
| Participant deferral / active EE | $3,815 | $4,682-18.5% | $4,082-6.5% | $5,609-32.0% |
| Admin fee / account holder | $59 | $6,674-99.1% | $5,478-98.9% | $10,827-99.5% |