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 | $82,037 | $90,503-9.4% | $78,689+4.3% | $273,961-70.1% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 9.39% | 75.60%-66.2pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,180 | $3,176-31.4% | $2,851-23.5% | $4,869-55.2% |
| Participant deferral / active EE | $5,619 | $3,901+44.0% | $3,517+59.8% | $5,287+6.3% |
| Admin fee / account holder | $286 | $5,263-94.6% | $4,510-93.7% | $10,132-97.2% |