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 | $31,865 | $39,122-18.5% | $57,179-44.3% | $62,891-49.3% |
| Participation rate | 86.8% | 70.5%+16.3pp | 75.3%+11.5pp | 69.3%+17.5pp |
| Annual return | 7.61% | 9.23%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,329 | $1,874+24.3% | $2,682-13.2% | $2,281+2.1% |
| Participant deferral / active EE | $4,086 | $2,374+72.1% | $3,096+32.0% | $3,203+27.6% |
| Admin fee / account holder | $12 | $2,592-99.5% | $3,139-99.6% | $4,296-99.7% |