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 | $61,149 | $157,256-61.1% | $141,162-56.7% | $152,861-60.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.16% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,978 | $5,261-43.4% | $4,735-37.1% | $4,762-37.5% |
| Participant deferral / active EE | $10,174 | $7,109+43.1% | $6,709+51.6% | $5,850+73.9% |
| Admin fee / account holder | $149 | $12,120-98.8% | $10,261-98.5% | $11,596-98.7% |