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 | $60,723 | $106,515-43.0% | $96,683-37.2% | $139,434-56.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 15.74% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,043 | $4,103-25.8% | $3,737-18.6% | $4,751-35.9% |
| Participant deferral / active EE | $8,555 | $5,454+56.9% | $4,878+75.4% | $6,710+27.5% |
| Admin fee / account holder | $58 | $7,877-99.3% | $6,730-99.1% | $11,403-99.5% |