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 | $90,944 | $105,859-14.1% | $90,160+0.9% | $147,584-38.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 14.09% | 37.63%-23.5pp | 34.88%-20.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,028 | $4,126-2.4% | $3,318+21.4% | $4,876-17.4% |
| Participant deferral / active EE | $6,065 | $5,733+5.8% | $5,288+14.7% | $5,439+11.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |