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 | $52,082 | $135,952-61.7% | $123,892-58.0% | $273,961-81.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 21.57% | 56.63%-35.1pp | 47.52%-25.9pp | 41.45%-19.9pp |
| Employer contribution / active EE | $3,700 | $5,170-28.4% | $4,617-19.9% | $4,869-24.0% |
| Participant deferral / active EE | $5,652 | $6,343-10.9% | $5,984-5.6% | $5,287+6.9% |
| Admin fee / account holder | $66 | $9,817-99.3% | $8,357-99.2% | $10,132-99.4% |