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 | $11,203 | $110,261-89.8% | $95,745-88.3% | $139,434-92.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 17.81% | 27.11%-9.3pp | 28.35%-10.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,933 | $3,257-9.9% | $2,835+3.5% | $4,751-38.3% |
| Participant deferral / active EE | $4,694 | $4,676+0.4% | $4,245+10.6% | $6,710-30.1% |
| Admin fee / account holder | $235 | $6,613-96.5% | $5,678-95.9% | $11,403-97.9% |