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 | $208,643 | $181,894+14.7% | $156,549+33.3% | $273,961-23.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 8.21% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,911 | $6,248-37.4% | $5,501-28.9% | $4,869-19.7% |
| Participant deferral / active EE | $7,413 | $5,550+33.6% | $4,871+52.2% | $5,287+40.2% |
| Admin fee / account holder | $244 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |