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 | $79,799 | $181,894-56.1% | $156,549-49.0% | $273,961-70.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.73% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,558 | $6,248-43.1% | $5,501-35.3% | $4,869-26.9% |
| Participant deferral / active EE | $8,536 | $5,550+53.8% | $4,871+75.2% | $5,287+61.4% |
| Admin fee / account holder | $87 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |