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 | $71,855 | $59,101+21.6% | $77,163-6.9% | $75,163-4.4% |
| Participation rate | 77.3% | 63.9%+13.4pp | 69.6%+7.7pp | 67.2%+10.1pp |
| Annual return | 20.30% | 26.71%-6.4pp | 37.87%-17.6pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,608 | $1,995-19.4% | $2,535-36.5% | $2,670-39.8% |
| Participant deferral / active EE | $2,014 | $2,999-32.9% | $3,833-47.5% | $4,125-51.2% |
| Admin fee / account holder | $292 | $4,774-93.9% | $5,472-94.7% | $5,651-94.8% |