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 | $41,744 | $112,096-62.8% | $95,952-56.5% | $158,922-73.7% |
| Participation rate | 90.5% | 79.0%+11.5pp | 77.1%+13.4pp | 82.0%+8.5pp |
| Annual return | 19.28% | 171.09%-151.8pp | 91.61%-72.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,187 | $3,198-0.3% | $2,541+25.4% | $4,761-33.1% |
| Participant deferral / active EE | $4,521 | $4,784-5.5% | $4,167+8.5% | $5,982-24.4% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |