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 | $111,701 | $109,413+2.1% | $156,263-28.5% | $84,808+31.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.66% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,911 | $2,907+0.1% | $4,333-32.8% | $2,631+10.7% |
| Participant deferral / active EE | $5,895 | $4,590+28.4% | $6,158-4.3% | $4,212+40.0% |
| Admin fee / account holder | $257 | $9,357-97.3% | $14,255-98.2% | $7,344-96.5% |