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 | $85,564 | $88,707-3.5% | $74,183+15.3% | $273,961-68.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.96% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $10,195 | $3,159+222.7% | $2,370+330.2% | $4,869+109.4% |
| Participant deferral / active EE | $5,604 | $4,212+33.1% | $3,550+57.9% | $5,287+6.0% |
| Admin fee / account holder | $37 | $8,717-99.6% | $5,586-99.3% | $10,132-99.6% |