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 | $37,143 | $69,977-46.9% | $108,579-65.8% | $62,891-40.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.44% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,642 | $2,135-23.1% | $3,758-56.3% | $2,281-28.0% |
| Participant deferral / active EE | $3,287 | $3,165+3.9% | $4,311-23.8% | $3,203+2.6% |
| Admin fee / account holder | $133 | $5,076-97.4% | $7,645-98.3% | $4,296-96.9% |