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 | $76,120 | $93,571-18.7% | $135,903-44.0% | $75,163+1.3% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 20.79% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,920 | $3,537-17.4% | $4,856-39.9% | $2,670+9.4% |
| Participant deferral / active EE | $8,019 | $6,404+25.2% | $7,758+3.4% | $4,125+94.4% |
| Admin fee / account holder | $6 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |