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 5-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 | $44,984 | $112,729-60.1% | $98,716-54.4% | $137,256-67.2% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 22.88% | 38.48%-15.6pp | 31.81%-8.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,237 | $2,725-54.6% | $2,279-45.7% | $4,156-70.2% |
| Participant deferral / active EE | $3,642 | $4,640-21.5% | $4,048-10.0% | $6,407-43.2% |
| Admin fee / account holder | $289 | $10,129-97.1% | $8,703-96.7% | $12,270-97.6% |