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 | $109,281 | $76,552+42.8% | $123,892-11.8% | $62,891+73.8% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 7.45% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,960 | $2,883+72.1% | $4,617+7.4% | $2,281+117.5% |
| Participant deferral / active EE | $7,365 | $4,840+52.2% | $5,984+23.1% | $3,203+129.9% |
| Admin fee / account holder | $147 | $4,826-97.0% | $8,357-98.2% | $4,296-96.6% |