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 | $12,671 | $177,572-92.9% | $154,803-91.8% | $142,382-91.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.25% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,817 | $4,810-62.2% | $4,305-57.8% | $4,299-57.7% |
| Participant deferral / active EE | $2,527 | $6,272-59.7% | $5,540-54.4% | $6,507-61.2% |
| Admin fee / account holder | $120 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |