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 | $51,694 | $90,503-42.9% | $78,689-34.3% | $273,961-81.1% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 5.45% | 75.60%-70.2pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $571 | $3,176-82.0% | $2,851-80.0% | $4,869-88.3% |
| Participant deferral / active EE | $2,570 | $3,901-34.1% | $3,517-26.9% | $5,287-51.4% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |