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 | $70,103 | $58,512+19.8% | $84,015-16.6% | $72,985-3.9% |
| Participation rate | 81.5% | 61.2%+20.3pp | 69.0%+12.5pp | 69.5%+12.0pp |
| Annual return | 19.90% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,740 | $1,163+49.6% | $1,983-12.3% | $2,440-28.7% |
| Participant deferral / active EE | $2,625 | $2,394+9.6% | $3,239-19.0% | $3,607-27.2% |
| Admin fee / account holder | $101 | $4,569-97.8% | $6,101-98.3% | $5,124-98.0% |