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 | $58,720 | $135,952-56.8% | $123,892-52.6% | $273,961-78.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.15% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,071 | $5,170-59.9% | $4,617-55.1% | $4,869-57.5% |
| Participant deferral / active EE | $9,543 | $6,343+50.5% | $5,984+59.5% | $5,287+80.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |