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 | $23,306 | $215,361-89.2% | $171,082-86.4% | $273,961-91.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 4.96% | 25.14%-20.2pp | 32.56%-27.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,149 | $4,967-76.9% | $4,002-71.3% | $4,869-76.4% |
| Participant deferral / active EE | $1,571 | $5,543-71.7% | $4,797-67.3% | $5,287-70.3% |
| Admin fee / account holder | $16 | $10,846-99.9% | $8,520-99.8% | $10,132-99.8% |