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 | $86,920 | $80,968+7.4% | $96,544-10.0% | $75,163+15.6% |
| Participation rate | 76.9% | 71.8%+5.2pp | 76.0%+1.0pp | 67.2%+9.7pp |
| Annual return | 15.24% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,784 | $2,282-21.8% | $2,965-39.8% | $2,670-33.2% |
| Participant deferral / active EE | $3,567 | $3,928-9.2% | $4,851-26.5% | $4,125-13.5% |
| Admin fee / account holder | $269 | $6,724-96.0% | $8,252-96.7% | $5,651-95.2% |