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 | $171,115 | $181,894-5.9% | $156,549+9.3% | $273,961-37.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 16.76% | 30.74%-14.0pp | 32.23%-15.5pp | 41.45%-24.7pp |
| Employer contribution / active EE | $2,357 | $6,248-62.3% | $5,501-57.1% | $4,869-51.6% |
| Participant deferral / active EE | $5,533 | $5,550-0.3% | $4,871+13.6% | $5,287+4.7% |
| Admin fee / account holder | $93 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |