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 | $38,631 | $72,277-46.6% | $101,248-61.8% | $79,858-51.6% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 12.46% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,910 | $2,692-29.0% | $3,660-47.8% | $2,471-22.7% |
| Participant deferral / active EE | $3,498 | $3,282+6.6% | $4,370-19.9% | $3,740-6.5% |
| Admin fee / account holder | $239 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |