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 | $80,409 | $101,724-21.0% | $164,813-51.2% | $80,856-0.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 21.13% | 16.72%+4.4pp | 69.93%-48.8pp | 35.59%-14.5pp |
| Employer contribution / active EE | $2,085 | $2,953-29.4% | $4,341-52.0% | $2,755-24.3% |
| Participant deferral / active EE | $4,174 | $4,477-6.8% | $6,031-30.8% | $4,296-2.8% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |