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 | $33,168 | $99,341-66.6% | $84,750-60.9% | $273,961-87.9% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.36% | 22.93%-15.6pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,307 | $4,214-69.0% | $3,574-63.4% | $4,869-73.1% |
| Participant deferral / active EE | $1,856 | $4,269-56.5% | $3,712-50.0% | $5,287-64.9% |
| Admin fee / account holder | $92 | $6,644-98.6% | $5,332-98.3% | $10,132-99.1% |