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 | $55,256 | $69,977-21.0% | $108,579-49.1% | $62,891-12.1% |
| Participation rate | 91.7% | 72.9%+18.8pp | 79.6%+12.1pp | 69.3%+22.4pp |
| Annual return | 9.49% | 10.73%-1.2pp | -51.70%+61.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,833 | $2,135-14.1% | $3,758-51.2% | $2,281-19.6% |
| Participant deferral / active EE | $5,171 | $3,165+63.4% | $4,311+20.0% | $3,203+61.4% |
| Admin fee / account holder | $79 | $5,076-98.4% | $7,645-99.0% | $4,296-98.2% |