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 | $28,094 | $54,541-48.5% | $78,778-64.3% | $70,131-59.9% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 14.00% | 21.07%-7.1pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,029 | $1,089+362.0% | $1,986+153.3% | $2,342+114.7% |
| Participant deferral / active EE | $2,187 | $2,210-1.0% | $2,958-26.1% | $3,332-34.4% |
| Admin fee / account holder | $79 | $3,709-97.9% | $5,134-98.5% | $4,645-98.3% |