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 7-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 | $33,687 | $81,460-58.6% | $103,333-67.4% | $80,856-58.3% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 13.06% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,244 | $3,105-27.7% | $3,868-42.0% | $2,755-18.5% |
| Participant deferral / active EE | $3,764 | $3,869-2.7% | $5,057-25.6% | $4,296-12.4% |
| Admin fee / account holder | $111 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |