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 | $114,262 | $69,977+63.3% | $108,579+5.2% | $62,891+81.7% |
| Participation rate | 74.1% | 72.9%+1.2pp | 79.6%-5.5pp | 69.3%+4.8pp |
| Annual return | 8.67% | 10.73%-2.1pp | -51.70%+60.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,443 | $2,135-32.4% | $3,758-61.6% | $2,281-36.7% |
| Participant deferral / active EE | $5,187 | $3,165+63.9% | $4,311+20.3% | $3,203+62.0% |
| Admin fee / account holder | $220 | $5,076-95.7% | $7,645-97.1% | $4,296-94.9% |