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 | $66,343 | $202,318-67.2% | $172,739-61.6% | $152,861-56.6% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 19.72% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,036 | $5,856-65.2% | $5,143-60.4% | $4,762-57.2% |
| Participant deferral / active EE | $4,691 | $5,948-21.1% | $5,198-9.7% | $5,850-19.8% |
| Admin fee / account holder | $85 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |