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 | $78,332 | $135,952-42.4% | $123,892-36.8% | $273,961-71.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.30% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $8,312 | $5,170+60.8% | $4,617+80.0% | $4,869+70.7% |
| Participant deferral / active EE | $4,751 | $6,343-25.1% | $5,984-20.6% | $5,287-10.1% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |