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 | $39,486 | $138,065-71.4% | $123,544-68.0% | $135,375-70.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.89% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,692 | $5,151+10.5% | $4,628+23.0% | $4,779+19.1% |
| Participant deferral / active EE | $6,176 | $6,799-9.2% | $6,426-3.9% | $5,609+10.1% |
| Admin fee / account holder | $262 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |