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 | $76,558 | $78,705-2.7% | $117,854-35.0% | $70,131+9.2% |
| Participation rate | 89.7% | 73.2%+16.6pp | 79.7%+10.1pp | 69.5%+20.2pp |
| Annual return | 21.93% | 23.30%-1.4pp | 335.08%-313.1pp | 73.14%-51.2pp |
| Employer contribution / active EE | $689 | $2,223-69.0% | $3,786-81.8% | $2,342-70.6% |
| Participant deferral / active EE | $4,561 | $3,297+38.3% | $4,482+1.8% | $3,332+36.9% |
| Admin fee / account holder | $96 | $5,065-98.1% | $8,020-98.8% | $4,645-97.9% |