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 | $47,322 | $127,777-63.0% | $106,548-55.6% | $167,490-71.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 12.99% | 33.87%-20.9pp | 26.80%-13.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,748 | $3,427-49.0% | $2,819-38.0% | $4,837-63.9% |
| Participant deferral / active EE | $4,520 | $5,087-11.2% | $4,398+2.8% | $6,341-28.7% |
| Admin fee / account holder | $261 | $11,228-97.7% | $7,407-96.5% | $12,309-97.9% |