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 9-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 | $44,651 | $96,557-53.8% | $80,975-44.9% | $273,961-83.7% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 12.19% | 15.14%-3.0pp | 17.10%-4.9pp | 41.45%-29.3pp |
| Employer contribution / active EE | $4,581 | $4,868-5.9% | $3,714+23.3% | $4,869-5.9% |
| Participant deferral / active EE | $8,612 | $6,598+30.5% | $5,696+51.2% | $5,287+62.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |