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 5-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 | $111,394 | $153,772-27.6% | $133,980-16.9% | $273,961-59.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.51% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,616 | $6,029-56.6% | $5,211-49.8% | $4,869-46.3% |
| Participant deferral / active EE | $8,335 | $6,958+19.8% | $6,282+32.7% | $5,287+57.7% |
| Admin fee / account holder | $54 | $11,765-99.5% | $9,324-99.4% | $10,132-99.5% |