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 | $41,488 | $99,341-58.2% | $84,750-51.0% | $273,961-84.9% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.45% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,496 | $4,214-64.5% | $3,574-58.1% | $4,869-69.3% |
| Participant deferral / active EE | $5,092 | $4,269+19.3% | $3,712+37.2% | $5,287-3.7% |
| Admin fee / account holder | $208 | $6,644-96.9% | $5,332-96.1% | $10,132-98.0% |