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 4-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 | $35,744 | $109,881-67.5% | $150,045-76.2% | $84,808-57.9% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 26.94% | 28.25%-1.3pp | 62.55%-35.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $3,641 | $3,561+2.2% | $4,693-22.4% | $2,631+38.4% |
| Participant deferral / active EE | $6,921 | $6,636+4.3% | $7,997-13.5% | $4,212+64.3% |
| Admin fee / account holder | $270 | $8,568-96.8% | $13,435-98.0% | $7,344-96.3% |