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 | $29,011 | $67,606-57.1% | $82,313-64.8% | $70,131-58.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.67% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,612 | $1,755-8.2% | $2,428-33.6% | $2,342-31.2% |
| Participant deferral / active EE | $1,835 | $2,987-38.6% | $3,706-50.5% | $3,332-44.9% |
| Admin fee / account holder | $18 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |