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 | $44,646 | $131,829-66.1% | $108,579-58.9% | $273,961-83.7% |
| Participation rate | 79.2% | 83.5%-4.3pp | 79.6%-0.4pp | 83.0%-3.8pp |
| Annual return | 3.26% | -91.57%+94.8pp | -51.70%+55.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,577 | $4,912-47.5% | $3,758-31.4% | $4,869-47.1% |
| Participant deferral / active EE | $4,852 | $5,127-5.4% | $4,311+12.6% | $5,287-8.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |