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 | $37,635 | $72,492-48.1% | $87,100-56.8% | $72,985-48.4% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 17.76% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,253 | $1,894-33.8% | $2,521-50.3% | $2,440-48.6% |
| Participant deferral / active EE | $2,384 | $3,270-27.1% | $4,049-41.1% | $3,607-33.9% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |