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 | $36,997 | $76,552-51.7% | $123,892-70.1% | $62,891-41.2% |
| Participation rate | 71.1% | 73.0%-1.9pp | 81.4%-10.4pp | 69.3%+1.7pp |
| Annual return | 7.51% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,377 | $2,883-52.2% | $4,617-70.2% | $2,281-39.6% |
| Participant deferral / active EE | $3,573 | $4,840-26.2% | $5,984-40.3% | $3,203+11.6% |
| Admin fee / account holder | $131 | $4,826-97.3% | $8,357-98.4% | $4,296-97.0% |