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 | $52,784 | $85,766-38.5% | $136,294-61.3% | $70,131-24.7% |
| Participation rate | 95.5% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 23.08% | 31.45%-8.4pp | 5155.94%-5132.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $6,053 | $2,966+104.1% | $4,695+28.9% | $2,342+158.4% |
| Participant deferral / active EE | $9,192 | $5,051+82.0% | $6,247+47.1% | $3,332+175.9% |
| Admin fee / account holder | $167 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |