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 | $62,234 | $114,381-45.6% | $107,525-42.1% | $142,382-56.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.56% | 242.71%-229.1pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,609 | $4,015-59.9% | $3,754-57.1% | $4,299-62.6% |
| Participant deferral / active EE | $2,421 | $5,564-56.5% | $5,116-52.7% | $6,507-62.8% |
| Admin fee / account holder | $6 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |