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 | $96,946 | $135,952-28.7% | $123,892-21.7% | $273,961-64.6% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 9.45% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,144 | $5,170-39.2% | $4,617-31.9% | $4,869-35.4% |
| Participant deferral / active EE | $5,096 | $6,343-19.7% | $5,984-14.8% | $5,287-3.6% |
| Admin fee / account holder | $267 | $9,817-97.3% | $8,357-96.8% | $10,132-97.4% |