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 | $65,054 | $96,557-32.6% | $80,975-19.7% | $273,961-76.3% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 4.51% | 15.14%-10.6pp | 17.10%-12.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $4,265 | $4,868-12.4% | $3,714+14.8% | $4,869-12.4% |
| Participant deferral / active EE | $7,981 | $6,598+21.0% | $5,696+40.1% | $5,287+51.0% |
| Admin fee / account holder | $58 | $7,492-99.2% | $5,516-98.9% | $10,132-99.4% |