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 | $39,293 | $131,829-70.2% | $108,579-63.8% | $273,961-85.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 8.15% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,959 | $4,912-60.1% | $3,758-47.9% | $4,869-59.8% |
| Participant deferral / active EE | $1,773 | $5,127-65.4% | $4,311-58.9% | $5,287-66.5% |
| Admin fee / account holder | $278 | $10,252-97.3% | $7,645-96.4% | $10,132-97.3% |