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 | $40,565 | $72,277-43.9% | $101,248-59.9% | $79,858-49.2% |
| Participation rate | 72.0% | 68.5%+3.5pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 12.97% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,169 | $2,692-56.6% | $3,660-68.1% | $2,471-52.7% |
| Participant deferral / active EE | $3,050 | $3,282-7.1% | $4,370-30.2% | $3,740-18.4% |
| Admin fee / account holder | $198 | $4,400-95.5% | $5,945-96.7% | $5,306-96.3% |