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 | $97,135 | $50,972+90.6% | $88,538+9.7% | $72,985+33.1% |
| Participation rate | 92.0% | 63.4%+28.6pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 28.59% | 29.62%-1.0pp | 43.64%-15.1pp | 81.00%-52.4pp |
| Employer contribution / active EE | $837 | $1,475-43.2% | $2,098-60.1% | $2,440-65.7% |
| Participant deferral / active EE | $5,243 | $2,230+135.1% | $2,914+79.9% | $3,607+45.3% |
| Admin fee / account holder | $286 | $3,230-91.2% | $4,310-93.4% | $5,124-94.4% |