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 | $30,996 | $85,202-63.6% | $172,739-82.1% | $72,985-57.5% |
| Participation rate | 76.9% | 70.1%+6.9pp | 82.6%-5.7pp | 69.5%+7.4pp |
| Annual return | 28.53% | 27.32%+1.2pp | 802.84%-774.3pp | 81.00%-52.5pp |
| Employer contribution / active EE | $2,341 | $3,324-29.6% | $5,143-54.5% | $2,440-4.1% |
| Participant deferral / active EE | $4,800 | $3,260+47.2% | $5,198-7.7% | $3,607+33.1% |
| Admin fee / account holder | $191 | $5,884-96.8% | $13,954-98.6% | $5,124-96.3% |