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 | $40,397 | $97,125-58.4% | $86,233-53.2% | $137,256-70.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 16.12% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,109 | $2,841-25.8% | $2,504-15.8% | $4,156-49.3% |
| Participant deferral / active EE | $3,311 | $5,180-36.1% | $4,559-27.4% | $6,407-48.3% |
| Admin fee / account holder | $192 | $9,725-98.0% | $8,342-97.7% | $12,270-98.4% |