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 | $47,492 | $88,672-46.4% | $105,223-54.9% | $82,448-42.4% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 14.76% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $806 | $3,048-73.6% | $3,689-78.2% | $2,551-68.4% |
| Participant deferral / active EE | $3,356 | $4,036-16.8% | $5,072-33.8% | $4,139-18.9% |
| Admin fee / account holder | $230 | $7,146-96.8% | $8,859-97.4% | $7,234-96.8% |