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 | $52,222 | $99,341-47.4% | $84,750-38.4% | $273,961-80.9% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 8.26% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,887 | $4,214-55.2% | $3,574-47.2% | $4,869-61.2% |
| Participant deferral / active EE | $5,025 | $4,269+17.7% | $3,712+35.4% | $5,287-5.0% |
| Admin fee / account holder | $112 | $6,644-98.3% | $5,332-97.9% | $10,132-98.9% |