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 | $51,677 | $58,828-12.2% | $77,999-33.7% | $62,891-17.8% |
| Participation rate | 81.0% | 71.1%+9.9pp | 75.5%+5.4pp | 69.3%+11.6pp |
| Annual return | 6.72% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $401 | $1,672-76.0% | $2,470-83.8% | $2,281-82.4% |
| Participant deferral / active EE | $2,969 | $2,686+10.6% | $3,497-15.1% | $3,203-7.3% |
| Admin fee / account holder | $241 | $4,393-94.5% | $5,480-95.6% | $4,296-94.4% |