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 | $72,716 | $48,795+49.0% | $65,493+11.0% | $84,808-14.3% |
| Participation rate | 76.3% | 67.0%+9.3pp | 73.1%+3.2pp | 68.3%+8.0pp |
| Annual return | 13.95% | 20.20%-6.2pp | 982.45%-968.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,123 | $1,930+10.0% | $2,574-17.5% | $2,631-19.3% |
| Participant deferral / active EE | $4,073 | $2,928+39.1% | $3,961+2.8% | $4,212-3.3% |
| Admin fee / account holder | $88 | $3,877-97.7% | $5,028-98.2% | $7,344-98.8% |