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 | $95,037 | $104,251-8.8% | $91,001+4.4% | $147,584-35.6% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 17.30% | 27.06%-9.8pp | 4.60%+12.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $816 | $3,116-73.8% | $2,456-66.8% | $4,876-83.3% |
| Participant deferral / active EE | $4,558 | $4,195+8.6% | $3,547+28.5% | $5,439-16.2% |
| Admin fee / account holder | $285 | $8,948-96.8% | $5,417-94.7% | $10,885-97.4% |