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 | $98,283 | $83,477+17.7% | $125,175-21.5% | $72,985+34.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.31% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,876 | $2,345+22.6% | $3,865-25.6% | $2,440+17.9% |
| Participant deferral / active EE | $8,602 | $3,585+139.9% | $4,937+74.3% | $3,607+138.5% |
| Admin fee / account holder | $180 | $5,517-96.7% | $9,702-98.1% | $5,124-96.5% |