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 | $87,226 | $181,894-52.0% | $156,549-44.3% | $273,961-68.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.70% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,966 | $6,248-4.5% | $5,501+8.5% | $4,869+22.5% |
| Participant deferral / active EE | $4,383 | $5,550-21.0% | $4,871-10.0% | $5,287-17.1% |
| Admin fee / account holder | $214 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |