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 | $17,808 | $95,416-81.3% | $185,823-90.4% | $85,850-79.3% |
| Participation rate | 81.8% | 68.8%+13.1pp | 81.7%+0.1pp | 69.3%+12.5pp |
| Annual return | 14.87% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $858 | $3,314-74.1% | $5,167-83.4% | $2,565-66.5% |
| Participant deferral / active EE | $2,243 | $3,423-34.5% | $5,568-59.7% | $3,952-43.2% |
| Admin fee / account holder | $296 | $7,213-95.9% | $16,237-98.2% | $6,260-95.3% |