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 | $44,913 | $198,466-77.4% | $170,442-73.6% | $147,584-69.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 16.44% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,664 | $6,184-73.1% | $5,433-69.4% | $4,876-65.9% |
| Participant deferral / active EE | $5,098 | $5,629-9.4% | $4,939+3.2% | $5,439-6.3% |
| Admin fee / account holder | $197 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |