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 | $22,397 | $103,949-78.5% | $69,182-67.6% | $273,961-91.8% |
| Participation rate | 93.3% | 67.4%+26.0pp | 55.1%+38.2pp | 83.0%+10.3pp |
| Annual return | 7.73% | 35.28%-27.5pp | -21.93%+29.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $690 | $1,783-61.3% | $1,206-42.8% | $4,869-85.8% |
| Participant deferral / active EE | $2,427 | $2,716-10.6% | $1,897+28.0% | $5,287-54.1% |
| Admin fee / account holder | $156 | $3,671-95.7% | $2,697-94.2% | $10,132-98.5% |