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 | $68,003 | $91,037-25.3% | $71,671-5.1% | $147,584-53.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 17.92% | 20.48%-2.6pp | 20.65%-2.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,557 | $3,327-53.2% | $2,460-36.7% | $4,876-68.1% |
| Participant deferral / active EE | $3,343 | $4,498-25.7% | $3,438-2.8% | $5,439-38.5% |
| Admin fee / account holder | $9 | $8,613-99.9% | $5,558-99.8% | $10,885-99.9% |