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 | $82,460 | $65,703+25.5% | $94,224-12.5% | $59,632+38.3% |
| Participation rate | 77.6% | 72.1%+5.5pp | 78.8%-1.2pp | 68.7%+8.9pp |
| Annual return | -0.50% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,897 | $2,021-6.1% | $3,587-47.1% | $2,203-13.9% |
| Participant deferral / active EE | $4,137 | $3,143+31.6% | $4,320-4.2% | $3,192+29.6% |
| Admin fee / account holder | $29 | $4,264-99.3% | $6,269-99.5% | $4,297-99.3% |