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 | $28,462 | $57,016-50.1% | $84,966-66.5% | $80,856-64.8% |
| Participation rate | 97.1% | 56.3%+40.7pp | 67.5%+29.6pp | 67.6%+29.4pp |
| Annual return | 18.35% | 21.66%-3.3pp | 66.38%-48.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $709 | $1,798-60.6% | $2,727-74.0% | $2,755-74.3% |
| Participant deferral / active EE | $2,170 | $3,110-30.2% | $4,519-52.0% | $4,296-49.5% |
| Admin fee / account holder | $137 | $4,980-97.2% | $6,149-97.8% | $6,918-98.0% |