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 | $35,823 | $105,630-66.1% | $87,507-59.1% | $273,961-86.9% |
| Participation rate | 87.0% | 78.2%+8.8pp | 73.8%+13.1pp | 83.0%+3.9pp |
| Annual return | 6.59% | 12.25%-5.7pp | 12.21%-5.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,400 | $3,141-23.6% | $2,550-5.9% | $4,869-50.7% |
| Participant deferral / active EE | $3,379 | $3,601-6.2% | $3,149+7.3% | $5,287-36.1% |
| Admin fee / account holder | $233 | $4,781-95.1% | $4,221-94.5% | $10,132-97.7% |