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 | $89,897 | $135,952-33.9% | $123,892-27.4% | $273,961-67.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.25% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,432 | $5,170-33.6% | $4,617-25.7% | $4,869-29.5% |
| Participant deferral / active EE | $6,646 | $6,343+4.8% | $5,984+11.1% | $5,287+25.7% |
| Admin fee / account holder | $262 | $9,817-97.3% | $8,357-96.9% | $10,132-97.4% |