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 | $41,359 | $226,064-81.7% | $182,532-77.3% | $152,861-72.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 18.58% | 192.51%-173.9pp | 148.54%-130.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,644 | $4,978-67.0% | $4,076-59.7% | $4,762-65.5% |
| Participant deferral / active EE | $2,567 | $6,368-59.7% | $5,524-53.5% | $5,850-56.1% |
| Admin fee / account holder | $21 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |