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 | $78,825 | $99,341-20.7% | $84,750-7.0% | $273,961-71.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.65% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $7,095 | $4,214+68.4% | $3,574+98.5% | $4,869+45.7% |
| Participant deferral / active EE | $5,124 | $4,269+20.0% | $3,712+38.0% | $5,287-3.1% |
| Admin fee / account holder | $55 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |