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 | $26,604 | $93,346-71.5% | $71,796-62.9% | $273,961-90.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 21.88% | 130.39%-108.5pp | 78.04%-56.2pp | 41.45%-19.6pp |
| Employer contribution / active EE | $1,981 | $2,733-27.5% | $1,924+2.9% | $4,869-59.3% |
| Participant deferral / active EE | $4,768 | $3,475+37.2% | $2,794+70.6% | $5,287-9.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |