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 | $44,441 | $115,882-61.6% | $100,516-55.8% | $158,922-72.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 17.69% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,131 | $4,103-72.4% | $3,418-66.9% | $4,761-76.2% |
| Participant deferral / active EE | $4,144 | $6,674-37.9% | $6,270-33.9% | $5,982-30.7% |
| Admin fee / account holder | $212 | $10,995-98.1% | $8,081-97.4% | $11,246-98.1% |