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 | $197,267 | $165,335+19.3% | $149,696+31.8% | $158,922+24.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 21.57% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $15,573 | $5,103+205.2% | $4,644+235.3% | $4,761+227.1% |
| Participant deferral / active EE | $14,567 | $7,181+102.8% | $6,842+112.9% | $5,982+143.5% |
| Admin fee / account holder | $123 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |