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 | $47,887 | $91,190-47.5% | $178,490-73.2% | $79,858-40.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.82% | 24.19%-12.4pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,437 | $3,256+5.6% | $5,011-31.4% | $2,471+39.1% |
| Participant deferral / active EE | $2,771 | $3,236-14.4% | $5,202-46.7% | $3,740-25.9% |
| Admin fee / account holder | $136 | $6,751-98.0% | $13,984-99.0% | $5,306-97.4% |