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 | $33,227 | $107,334-69.0% | $92,893-64.2% | $152,861-78.3% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 18.53% | 145.58%-127.0pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,271 | $4,221-46.2% | $3,653-37.8% | $4,762-52.3% |
| Participant deferral / active EE | $3,233 | $4,845-33.3% | $4,236-23.7% | $5,850-44.7% |
| Admin fee / account holder | $282 | $7,079-96.0% | $5,794-95.1% | $11,596-97.6% |