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 | $33,604 | $135,952-75.3% | $123,892-72.9% | $273,961-87.7% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 11.21% | 56.63%-45.4pp | 47.52%-36.3pp | 41.45%-30.2pp |
| Employer contribution / active EE | $3,911 | $5,170-24.3% | $4,617-15.3% | $4,869-19.7% |
| Participant deferral / active EE | $6,189 | $6,343-2.4% | $5,984+3.4% | $5,287+17.1% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |