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 9-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 | $44,353 | $90,503-51.0% | $78,689-43.6% | $273,961-83.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 8.58% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,635 | $3,176-17.0% | $2,851-7.6% | $4,869-45.9% |
| Participant deferral / active EE | $4,211 | $3,901+7.9% | $3,517+19.7% | $5,287-20.4% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |