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 | $84,269 | $181,894-53.7% | $156,549-46.2% | $273,961-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.82% | 30.74%-16.9pp | 32.23%-18.4pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,443 | $6,248-60.9% | $5,501-55.6% | $4,869-49.8% |
| Participant deferral / active EE | $7,197 | $5,550+29.7% | $4,871+47.8% | $5,287+36.1% |
| Admin fee / account holder | $158 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |