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 | $32,345 | $76,552-57.7% | $123,892-73.9% | $62,891-48.6% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 11.99% | 18.68%-6.7pp | 47.52%-35.5pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,452 | $2,883+19.8% | $4,617-25.2% | $2,281+51.4% |
| Participant deferral / active EE | $4,649 | $4,840-3.9% | $5,984-22.3% | $3,203+45.2% |
| Admin fee / account holder | $279 | $4,826-94.2% | $8,357-96.7% | $4,296-93.5% |