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 | $86,210 | $91,190-5.5% | $178,490-51.7% | $79,858+8.0% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 18.83% | 24.19%-5.4pp | 151.07%-132.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $4,483 | $3,256+37.7% | $5,011-10.5% | $2,471+81.5% |
| Participant deferral / active EE | $3,363 | $3,236+3.9% | $5,202-35.3% | $3,740-10.1% |
| Admin fee / account holder | $245 | $6,751-96.4% | $13,984-98.3% | $5,306-95.4% |