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 | $29,515 | $101,069-70.8% | $81,478-63.8% | $147,584-80.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 22.43% | 32.40%-10.0pp | 38.78%-16.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,208 | $3,205-31.1% | $2,568-14.0% | $4,876-54.7% |
| Participant deferral / active EE | $3,768 | $4,242-11.2% | $3,537+6.5% | $5,439-30.7% |
| Admin fee / account holder | $290 | $5,812-95.0% | $4,561-93.6% | $10,885-97.3% |