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 | $69,106 | $90,348-23.5% | $75,972-9.0% | $145,922-52.6% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 17.12% | 620.88%-603.8pp | 359.55%-342.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,095 | $3,311+23.7% | $2,685+52.5% | $4,660-12.1% |
| Participant deferral / active EE | $7,381 | $5,162+43.0% | $4,255+73.5% | $6,688+10.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |