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 6-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 | $15,610 | $115,882-86.5% | $100,516-84.5% | $158,922-90.2% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,416 | $4,103-41.1% | $3,418-29.3% | $4,761-49.3% |
| Participant deferral / active EE | $5,455 | $6,674-18.3% | $6,270-13.0% | $5,982-8.8% |
| Admin fee / account holder | $29 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |