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 | $88,168 | $99,652-11.5% | $78,778+11.9% | $147,584-40.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.2%+24.9pp | 82.8%+11.3pp |
| Annual return | 17.95% | 47.28%-29.3pp | 35.62%-17.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,668 | $2,796-40.3% | $1,986-16.0% | $4,876-65.8% |
| Participant deferral / active EE | $4,116 | $3,664+12.3% | $2,958+39.1% | $5,439-24.3% |
| Admin fee / account holder | $186 | $7,155-97.4% | $5,134-96.4% | $10,885-98.3% |