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 | $37,640 | $124,319-69.7% | $111,297-66.2% | $167,490-77.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.26% | 37.44%-26.2pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,878 | $3,435-45.3% | $2,731-31.2% | $4,837-61.2% |
| Participant deferral / active EE | $2,439 | $5,180-52.9% | $4,487-45.7% | $6,341-61.5% |
| Admin fee / account holder | $75 | $10,618-99.3% | $7,964-99.1% | $12,309-99.4% |