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 | $30,547 | $109,881-72.2% | $150,045-79.6% | $84,808-64.0% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 18.74% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,069 | $3,561-70.0% | $4,693-77.2% | $2,631-59.4% |
| Participant deferral / active EE | $3,956 | $6,636-40.4% | $7,997-50.5% | $4,212-6.1% |
| Admin fee / account holder | $213 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |