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 | $40,222 | $135,952-70.4% | $123,892-67.5% | $273,961-85.3% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 23.35% | 56.63%-33.3pp | 47.52%-24.2pp | 41.45%-18.1pp |
| Employer contribution / active EE | $3,739 | $5,170-27.7% | $4,617-19.0% | $4,869-23.2% |
| Participant deferral / active EE | $6,931 | $6,343+9.3% | $5,984+15.8% | $5,287+31.1% |
| Admin fee / account holder | $191 | $9,817-98.1% | $8,357-97.7% | $10,132-98.1% |