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 | $23,720 | $96,557-75.4% | $80,975-70.7% | $273,961-91.3% |
| Participation rate | 90.5% | 79.1%+11.4pp | 75.8%+14.7pp | 83.0%+7.5pp |
| Annual return | 12.78% | 15.14%-2.4pp | 17.10%-4.3pp | 41.45%-28.7pp |
| Employer contribution / active EE | $6,291 | $4,868+29.2% | $3,714+69.4% | $4,869+29.2% |
| Participant deferral / active EE | $5,839 | $6,598-11.5% | $5,696+2.5% | $5,287+10.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |