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 | $86,314 | $109,327-21.0% | $89,391-3.4% | $158,922-45.7% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 17.36% | 345.68%-328.3pp | 245.62%-228.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,961 | $3,170+88.1% | $2,586+130.5% | $4,761+25.2% |
| Participant deferral / active EE | $7,399 | $4,598+60.9% | $3,890+90.2% | $5,982+23.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |