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 5-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 | $75,768 | $210,648-64.0% | $177,989-57.4% | $145,922-48.1% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 13.02% | 385.86%-372.8pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $6,772 | $4,565+48.4% | $3,949+71.5% | $4,660+45.3% |
| Participant deferral / active EE | $7,158 | $6,958+2.9% | $6,276+14.1% | $6,688+7.0% |
| Admin fee / account holder | $277 | $12,013-97.7% | $10,363-97.3% | $13,397-97.9% |