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 | $36,734 | $70,475-47.9% | $100,516-63.5% | $79,858-54.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.31% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,583 | $2,165-26.9% | $3,418-53.7% | $2,471-35.9% |
| Participant deferral / active EE | $3,384 | $5,181-34.7% | $6,270-46.0% | $3,740-9.5% |
| Admin fee / account holder | $270 | $4,478-94.0% | $8,081-96.7% | $5,306-94.9% |