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 | $103,953 | $90,503+14.9% | $78,689+32.1% | $273,961-62.1% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 9.20% | 75.60%-66.4pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,493 | $3,176-21.5% | $2,851-12.5% | $4,869-48.8% |
| Participant deferral / active EE | $9,624 | $3,901+146.7% | $3,517+173.6% | $5,287+82.0% |
| Admin fee / account holder | $41 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |