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 | $87,929 | $181,894-51.7% | $156,549-43.8% | $273,961-67.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 9.75% | 30.74%-21.0pp | 32.23%-22.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,332 | $6,248-62.7% | $5,501-57.6% | $4,869-52.1% |
| Participant deferral / active EE | $3,864 | $5,550-30.4% | $4,871-20.7% | $5,287-26.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |