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 | $24,243 | $172,111-85.9% | $150,298-83.9% | $137,256-82.3% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 13.51% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,089 | $4,636-76.5% | $4,154-73.8% | $4,156-73.8% |
| Participant deferral / active EE | $3,495 | $6,166-43.3% | $5,453-35.9% | $6,407-45.5% |
| Admin fee / account holder | $98 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |