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 | $67,926 | $89,355-24.0% | $141,162-51.9% | $72,985-6.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.16% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,156 | $3,114+1.3% | $4,735-33.4% | $2,440+29.3% |
| Participant deferral / active EE | $5,851 | $5,418+8.0% | $6,709-12.8% | $3,607+62.2% |
| Admin fee / account holder | $82 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |