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 | $90,874 | $80,968+12.2% | $96,544-5.9% | $75,163+20.9% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 15.62% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,995 | $2,282-12.6% | $2,965-32.7% | $2,670-25.3% |
| Participant deferral / active EE | $4,398 | $3,928+12.0% | $4,851-9.3% | $4,125+6.6% |
| Admin fee / account holder | $123 | $6,724-98.2% | $8,252-98.5% | $5,651-97.8% |