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 | $37,185 | $46,869-20.7% | $122,332-69.6% | $70,131-47.0% |
| Participation rate | 86.5% | 58.2%+28.3pp | 71.6%+14.9pp | 69.5%+17.0pp |
| Annual return | 15.34% | 24.22%-8.9pp | 30.27%-14.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,220 | $1,288-5.2% | $4,050-69.9% | $2,342-47.9% |
| Participant deferral / active EE | $2,820 | $2,166+30.2% | $3,287-14.2% | $3,332-15.4% |
| Admin fee / account holder | $289 | $3,322-91.3% | $5,478-94.7% | $4,645-93.8% |