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 6-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 | $87,510 | $80,673+8.5% | $101,326-13.6% | $84,808+3.2% |
| Participation rate | 87.2% | 77.8%+9.4pp | 81.5%+5.7pp | 68.3%+18.9pp |
| Annual return | 16.94% | 38.95%-22.0pp | 36.82%-19.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,695 | $6,840+56.3% | $7,994+33.8% | $4,212+153.9% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |