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 | $74,182 | $136,307-45.6% | $106,619-30.4% | $273,961-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.44% | 11.05%-2.6pp | 9.42%-1.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,941 | $5,190-62.6% | $3,947-50.8% | $4,869-60.1% |
| Participant deferral / active EE | $7,207 | $4,969+45.0% | $3,930+83.4% | $5,287+36.3% |
| Admin fee / account holder | $170 | $8,625-98.0% | $6,418-97.4% | $10,132-98.3% |