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 9-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 | $68,382 | $105,931-35.4% | $81,930-16.5% | $158,922-57.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 15.58% | 38.17%-22.6pp | 29.49%-13.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,804 | $7,800-64.1% | $4,310-34.9% | $4,761-41.1% |
| Participant deferral / active EE | $8,452 | $13,003-35.0% | $7,107+18.9% | $5,982+41.3% |
| Admin fee / account holder | $242 | $8,489-97.2% | $5,158-95.3% | $11,246-97.9% |