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 | $57,886 | $57,828+0.1% | $117,039-50.5% | $70,131-17.5% |
| Participation rate | 82.9% | 67.1%+15.8pp | 77.2%+5.7pp | 69.5%+13.4pp |
| Annual return | 19.15% | 17.55%+1.6pp | 18.95%+0.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,426 | $1,816-21.5% | $3,785-62.3% | $2,342-39.1% |
| Participant deferral / active EE | $3,276 | $2,438+34.4% | $3,929-16.6% | $3,332-1.7% |
| Admin fee / account holder | $36 | $3,548-99.0% | $5,974-99.4% | $4,645-99.2% |