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 | $59,489 | $65,365-9.0% | $92,893-36.0% | $72,985-18.5% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 18.20% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,993 | $2,594-23.2% | $3,653-45.5% | $2,440-18.3% |
| Participant deferral / active EE | $3,440 | $3,128+10.0% | $4,236-18.8% | $3,607-4.6% |
| Admin fee / account holder | $102 | $4,251-97.6% | $5,794-98.2% | $5,124-98.0% |