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 | $90,616 | $102,604-11.7% | $86,188+5.1% | $139,434-35.0% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 10.43% | 1922.51%-1912.1pp | 1168.45%-1158.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,192 | $3,032-27.7% | $2,380-7.9% | $4,751-53.9% |
| Participant deferral / active EE | $5,440 | $4,676+16.3% | $3,985+36.5% | $6,710-18.9% |
| Admin fee / account holder | $284 | $8,657-96.7% | $6,852-95.9% | $11,403-97.5% |