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 | $31,417 | $135,952-76.9% | $123,892-74.6% | $273,961-88.5% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,282 | $5,170-55.9% | $4,617-50.6% | $4,869-53.1% |
| Participant deferral / active EE | $3,766 | $6,343-40.6% | $5,984-37.1% | $5,287-28.8% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |