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 | $25,885 | $88,672-70.8% | $105,223-75.4% | $82,448-68.6% |
| Participation rate | 95.1% | 67.9%+27.2pp | 75.0%+20.1pp | 68.1%+27.1pp |
| Annual return | 21.52% | 30.86%-9.3pp | 180.65%-159.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,886 | $3,048-38.1% | $3,689-48.9% | $2,551-26.1% |
| Participant deferral / active EE | $4,896 | $4,036+21.3% | $5,072-3.5% | $4,139+18.3% |
| Admin fee / account holder | $223 | $7,146-96.9% | $8,859-97.5% | $7,234-96.9% |