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 | $48,739 | $114,381-57.4% | $107,525-54.7% | $142,382-65.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 13.24% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,894 | $4,015-52.8% | $3,754-49.5% | $4,299-56.0% |
| Participant deferral / active EE | $2,502 | $5,564-55.0% | $5,116-51.1% | $6,507-61.6% |
| Admin fee / account holder | $227 | $9,860-97.7% | $8,919-97.5% | $12,624-98.2% |