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 | $49,531 | $150,440-67.1% | $136,294-63.7% | $147,584-66.4% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 12.94% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,776 | $5,256-66.2% | $4,695-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $3,861 | $6,630-41.8% | $6,247-38.2% | $5,439-29.0% |
| Admin fee / account holder | $238 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |