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 | $26,111 | $53,777-51.4% | $134,143-80.5% | $79,858-67.3% |
| Participation rate | 80.8% | 58.8%+22.0pp | 72.2%+8.6pp | 69.6%+11.1pp |
| Annual return | 18.55% | 19.01%-0.5pp | 36.33%-17.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,207 | $1,321-8.6% | $3,704-67.4% | $2,471-51.1% |
| Participant deferral / active EE | $1,638 | $2,420-32.3% | $3,499-53.2% | $3,740-56.2% |
| Admin fee / account holder | $114 | $3,984-97.1% | $6,684-98.3% | $5,306-97.9% |