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 | $32,795 | $89,355-63.3% | $141,162-76.8% | $72,985-55.1% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 23.13% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,865 | $3,114+88.3% | $4,735+23.9% | $2,440+140.4% |
| Participant deferral / active EE | $6,553 | $5,418+20.9% | $6,709-2.3% | $3,607+81.7% |
| Admin fee / account holder | $44 | $5,958-99.3% | $10,261-99.6% | $5,124-99.1% |