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 | $39,951 | $50,958-21.6% | $74,550-46.4% | $64,186-37.8% |
| Participation rate | 88.4% | 61.1%+27.3pp | 69.1%+19.2pp | 69.6%+18.8pp |
| Annual return | 11.81% | -1.86%+13.7pp | 32.53%-20.7pp | 7.63%+4.2pp |
| Employer contribution / active EE | $3,017 | $1,115+170.5% | $1,961+53.9% | $2,381+26.7% |
| Participant deferral / active EE | $3,214 | $2,301+39.6% | $3,108+3.4% | $3,470-7.4% |
| Admin fee / account holder | $282 | $4,223-93.3% | $5,060-94.4% | $4,888-94.2% |