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 7-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 | $80,368 | $154,228-47.9% | $145,433-44.7% | $137,256-41.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.62% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,432 | $4,804-28.6% | $4,554-24.6% | $4,156-17.4% |
| Participant deferral / active EE | $8,745 | $8,216+6.4% | $7,897+10.7% | $6,407+36.5% |
| Admin fee / account holder | $53 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |