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 | $53,015 | $77,899-31.9% | $149,673-64.6% | $75,163-29.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.05% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,240 | $3,137-28.6% | $4,818-53.5% | $2,670-16.1% |
| Participant deferral / active EE | $3,501 | $3,411+2.6% | $5,680-38.4% | $4,125-15.1% |
| Admin fee / account holder | $228 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |