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 | $61,210 | $165,335-63.0% | $149,696-59.1% | $158,922-61.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.23% | 348.15%-325.9pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,171 | $5,103-77.1% | $4,644-74.8% | $4,761-75.4% |
| Participant deferral / active EE | $4,542 | $7,181-36.8% | $6,842-33.6% | $5,982-24.1% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |