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 | $103,040 | $228,332-54.9% | $185,823-44.5% | $158,922-35.2% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 17.12% | 40.80%-23.7pp | 35.95%-18.8pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,556 | $4,967-28.4% | $4,087-13.0% | $4,761-25.3% |
| Participant deferral / active EE | $7,771 | $6,415+21.1% | $5,632+38.0% | $5,982+29.9% |
| Admin fee / account holder | $87 | $11,864-99.3% | $9,500-99.1% | $11,246-99.2% |