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 5-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 | $48,949 | $177,572-72.4% | $154,803-68.4% | $142,382-65.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.37% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,267 | $4,810-73.7% | $4,305-70.6% | $4,299-70.5% |
| Participant deferral / active EE | $5,501 | $6,272-12.3% | $5,540-0.7% | $6,507-15.5% |
| Admin fee / account holder | $185 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |