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 | $39,511 | $101,069-60.9% | $81,478-51.5% | $147,584-73.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.92% | 32.40%-20.5pp | 38.78%-26.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $893 | $3,205-72.2% | $2,568-65.2% | $4,876-81.7% |
| Participant deferral / active EE | $6,008 | $4,242+41.6% | $3,537+69.9% | $5,439+10.5% |
| Admin fee / account holder | $221 | $5,812-96.2% | $4,561-95.2% | $10,885-98.0% |