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 | $35,343 | $157,256-77.5% | $141,162-75.0% | $152,861-76.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 23.78% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,095 | $5,261-60.2% | $4,735-55.7% | $4,762-56.0% |
| Participant deferral / active EE | $4,552 | $7,109-36.0% | $6,709-32.1% | $5,850-22.2% |
| Admin fee / account holder | $114 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |