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 | $91,592 | $135,952-32.6% | $123,892-26.1% | $273,961-66.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 5.24% | 56.63%-51.4pp | 47.52%-42.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,250 | $5,170-75.8% | $4,617-72.9% | $4,869-74.3% |
| Participant deferral / active EE | $7,238 | $6,343+14.1% | $5,984+20.9% | $5,287+36.9% |
| Admin fee / account holder | $115 | $9,817-98.8% | $8,357-98.6% | $10,132-98.9% |