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 | $33,535 | $99,079-66.2% | $77,999-57.0% | $273,961-87.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.5%-5.5pp | 83.0%-13.0pp |
| Annual return | 6.61% | 217.93%-211.3pp | 425.96%-419.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,910 | $3,308-42.3% | $2,470-22.7% | $4,869-60.8% |
| Participant deferral / active EE | $6,142 | $4,306+42.6% | $3,497+75.6% | $5,287+16.2% |
| Admin fee / account holder | $88 | $8,954-99.0% | $5,480-98.4% | $10,132-99.1% |