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 | $51,214 | $162,781-68.5% | $133,956-61.8% | $158,922-67.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 13.92% | 41.94%-28.0pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,270 | $4,975-34.3% | $3,919-16.5% | $4,761-31.3% |
| Participant deferral / active EE | $5,166 | $5,911-12.6% | $5,048+2.3% | $5,982-13.6% |
| Admin fee / account holder | $189 | $11,736-98.4% | $8,927-97.9% | $11,246-98.3% |