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 | $29,706 | $135,952-78.2% | $123,892-76.0% | $273,961-89.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 20.96% | 56.63%-35.7pp | 47.52%-26.6pp | 41.45%-20.5pp |
| Employer contribution / active EE | $1,370 | $5,170-73.5% | $4,617-70.3% | $4,869-71.9% |
| Participant deferral / active EE | $2,183 | $6,343-65.6% | $5,984-63.5% | $5,287-58.7% |
| Admin fee / account holder | $198 | $9,817-98.0% | $8,357-97.6% | $10,132-98.0% |