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 | $28,549 | $105,931-73.0% | $81,930-65.2% | $158,922-82.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 17.41% | 38.17%-20.8pp | 29.49%-12.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,710 | $7,800-78.1% | $4,310-60.3% | $4,761-64.1% |
| Participant deferral / active EE | $1,703 | $13,003-86.9% | $7,107-76.0% | $5,982-71.5% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |