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 | $29,256 | $177,572-83.5% | $154,803-81.1% | $142,382-79.5% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 17.02% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,959 | $4,810-38.5% | $4,305-31.3% | $4,299-31.2% |
| Participant deferral / active EE | $4,016 | $6,272-36.0% | $5,540-27.5% | $6,507-38.3% |
| Admin fee / account holder | $242 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |