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 | $20,708 | $58,927-64.9% | $76,817-73.0% | $72,985-71.6% |
| Participation rate | 81.5% | 67.3%+14.1pp | 72.1%+9.4pp | 69.5%+12.0pp |
| Annual return | 19.59% | 2305.64%-2286.1pp | 1166.11%-1146.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $741 | $1,787-58.5% | $2,302-67.8% | $2,440-69.6% |
| Participant deferral / active EE | $4,420 | $2,690+64.3% | $3,336+32.5% | $3,607+22.5% |
| Admin fee / account holder | $16 | $4,013-99.6% | $6,420-99.7% | $5,124-99.7% |