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 8-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 | $54,712 | $83,477-34.5% | $125,175-56.3% | $72,985-25.0% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.5%+15.7pp |
| Annual return | 25.01% | 25.78%-0.8pp | 43.79%-18.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,931 | $2,345-17.7% | $3,865-50.0% | $2,440-20.9% |
| Participant deferral / active EE | $5,124 | $3,585+42.9% | $4,937+3.8% | $3,607+42.0% |
| Admin fee / account holder | $188 | $5,517-96.6% | $9,702-98.1% | $5,124-96.3% |