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 | $81,719 | $99,652-18.0% | $78,778+3.7% | $147,584-44.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 10.95% | 47.28%-36.3pp | 35.62%-24.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,756 | $2,796-37.2% | $1,986-11.5% | $4,876-64.0% |
| Participant deferral / active EE | $6,597 | $3,664+80.1% | $2,958+123.0% | $5,439+21.3% |
| Admin fee / account holder | $214 | $7,155-97.0% | $5,134-95.8% | $10,885-98.0% |