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 4-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 | $60,924 | $154,228-60.5% | $145,433-58.1% | $137,256-55.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 24.26% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $4,542 | $4,804-5.5% | $4,554-0.3% | $4,156+9.3% |
| Participant deferral / active EE | $10,359 | $8,216+26.1% | $7,897+31.2% | $6,407+61.7% |
| Admin fee / account holder | $90 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |