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 9-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 | $74,533 | $150,440-50.5% | $136,294-45.3% | $147,584-49.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.68% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,938 | $5,256-63.1% | $4,695-58.7% | $4,876-60.3% |
| Participant deferral / active EE | $5,577 | $6,630-15.9% | $6,247-10.7% | $5,439+2.5% |
| Admin fee / account holder | $111 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |