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 | $93,810 | $78,705+19.2% | $117,854-20.4% | $70,131+33.8% |
| Participation rate | 81.8% | 73.2%+8.6pp | 79.7%+2.2pp | 69.5%+12.3pp |
| Annual return | 17.82% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,680 | $2,223+20.6% | $3,786-29.2% | $2,342+14.4% |
| Participant deferral / active EE | $7,071 | $3,297+114.5% | $4,482+57.8% | $3,332+112.2% |
| Admin fee / account holder | $194 | $5,065-96.2% | $8,020-97.6% | $4,645-95.8% |