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 | $86,803 | $149,734-42.0% | $118,925-27.0% | $158,922-45.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 6.59% | 19.95%-13.4pp | 35.88%-29.3pp | 302.83%-296.2pp |
| Employer contribution / active EE | $982 | $4,115-76.1% | $3,263-69.9% | $4,761-79.4% |
| Participant deferral / active EE | $7,269 | $5,223+39.2% | $4,265+70.4% | $5,982+21.5% |
| Admin fee / account holder | $83 | $8,603-99.0% | $6,581-98.7% | $11,246-99.3% |