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 | $38,863 | $140,578-72.4% | $100,671-61.4% | $125,391-69.0% |
| Participation rate | 72.7% | 80.4%-7.7pp | 70.7%+2.0pp | 83.2%-10.5pp |
| Annual return | 0.60% | 24.67%-24.1pp | 20.43%-19.8pp | 282.22%-281.6pp |
| Employer contribution / active EE | $323 | $5,965-94.6% | $4,012-92.0% | $4,866-93.4% |
| Participant deferral / active EE | $1,952 | $3,981-51.0% | $3,144-37.9% | $5,352-63.5% |
| Admin fee / account holder | $28 | $6,716-99.6% | $4,850-99.4% | $9,540-99.7% |