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 | $17,275 | $56,054-69.2% | $171,082-89.9% | $62,891-72.5% |
| Participation rate | 70.4% | 62.9%+7.5pp | 76.7%-6.3pp | 69.3%+1.1pp |
| Annual return | 10.04% | 22.52%-12.5pp | 32.56%-22.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $912 | $1,731-47.3% | $4,002-77.2% | $2,281-60.0% |
| Participant deferral / active EE | $1,437 | $3,158-54.5% | $4,797-70.1% | $3,203-55.1% |
| Admin fee / account holder | $243 | $3,647-93.3% | $8,520-97.2% | $4,296-94.4% |