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 | $115,229 | $197,591-41.7% | $177,821-35.2% | $158,922-27.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 15.80% | 58.76%-43.0pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,915 | $6,697-71.4% | $5,918-67.6% | $4,761-59.8% |
| Participant deferral / active EE | $5,701 | $8,405-32.2% | $7,714-26.1% | $5,982-4.7% |
| Admin fee / account holder | $274 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |