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 | $40,846 | $57,976-29.5% | $62,995-35.2% | $62,292-34.4% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 17.20% | 17.54%-0.3pp | 87.57%-70.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,306 | $2,415-4.5% | $2,759-16.4% | $2,042+12.9% |
| Participant deferral / active EE | $3,207 | $2,956+8.5% | $3,329-3.7% | $3,169+1.2% |
| Admin fee / account holder | $225 | $276-18.5% | $3,600-93.8% | $479-53.1% |