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 | $52,429 | $87,013-39.7% | $106,213-50.6% | $80,856-35.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.34% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,149 | $2,395-10.3% | $3,171-32.2% | $2,755-22.0% |
| Participant deferral / active EE | $3,903 | $3,986-2.1% | $5,016-22.2% | $4,296-9.1% |
| Admin fee / account holder | $289 | $8,431-96.6% | $11,033-97.4% | $6,918-95.8% |