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 | $75,271 | $159,602-52.8% | $150,045-49.8% | $142,382-47.1% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 20.50% | 70.24%-49.7pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,964 | $4,961+20.2% | $4,693+27.1% | $4,299+38.7% |
| Participant deferral / active EE | $5,947 | $8,310-28.4% | $7,997-25.6% | $6,507-8.6% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |