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 | $133,826 | $215,361-37.9% | $171,082-21.8% | $273,961-51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.38% | 25.14%-20.8pp | 32.56%-28.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,904 | $4,967-21.4% | $4,002-2.5% | $4,869-19.8% |
| Participant deferral / active EE | $6,000 | $5,543+8.2% | $4,797+25.1% | $5,287+13.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |