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 | $66,735 | $99,341-32.8% | $84,750-21.3% | $273,961-75.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 8.73% | 22.93%-14.2pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,789 | $4,214-33.8% | $3,574-22.0% | $4,869-42.7% |
| Participant deferral / active EE | $3,880 | $4,269-9.1% | $3,712+4.5% | $5,287-26.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |