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 | $25,912 | $103,376-74.9% | $87,100-70.3% | $152,861-83.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 22.71% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,180 | $3,220-63.4% | $2,521-53.2% | $4,762-75.2% |
| Participant deferral / active EE | $1,602 | $4,778-66.5% | $4,049-60.4% | $5,850-72.6% |
| Admin fee / account holder | $246 | $12,205-98.0% | $7,497-96.7% | $11,596-97.9% |