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 | $26,861 | $135,952-80.2% | $123,892-78.3% | $273,961-90.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 33.01% | 56.63%-23.6pp | 47.52%-14.5pp | 41.45%-8.4pp |
| Employer contribution / active EE | $2,281 | $5,170-55.9% | $4,617-50.6% | $4,869-53.2% |
| Participant deferral / active EE | $8,798 | $6,343+38.7% | $5,984+47.0% | $5,287+66.4% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |