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 | $62,696 | $209,411-70.1% | $178,490-64.9% | $158,922-60.5% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 8.46% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,142 | $5,706-62.5% | $5,011-57.3% | $4,761-55.0% |
| Participant deferral / active EE | $4,475 | $5,954-24.8% | $5,202-14.0% | $5,982-25.2% |
| Admin fee / account holder | $70 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |