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 | $43,924 | $72,492-39.4% | $87,100-49.6% | $72,985-39.8% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 28.16% | 24.46%+3.7pp | 28.19%0pp | 81.00%-52.8pp |
| Employer contribution / active EE | $987 | $1,894-47.9% | $2,521-60.8% | $2,440-59.5% |
| Participant deferral / active EE | $2,342 | $3,270-28.4% | $4,049-42.2% | $3,607-35.1% |
| Admin fee / account holder | $252 | $5,055-95.0% | $7,497-96.6% | $5,124-95.1% |