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 | $100,840 | $148,978-32.3% | $200,582-49.7% | $84,808+18.9% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 13.71% | 28.16%-14.5pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $8,032 | $4,815+66.8% | $6,419+25.1% | $2,631+205.3% |
| Participant deferral / active EE | $8,029 | $7,142+12.4% | $9,331-14.0% | $4,212+90.6% |
| Admin fee / account holder | $279 | $13,977-98.0% | $16,305-98.3% | $7,344-96.2% |