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 | $66,777 | $49,227+35.7% | $70,449-5.2% | $79,858-16.4% |
| Participation rate | 84.6% | 69.2%+15.4pp | 75.1%+9.6pp | 69.6%+15.0pp |
| Annual return | 16.17% | 30.06%-13.9pp | 109.03%-92.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,772 | $2,099-15.6% | $2,737-35.2% | $2,471-28.3% |
| Participant deferral / active EE | $2,896 | $2,768+4.6% | $3,709-21.9% | $3,740-22.6% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |